Winning Points Advisors LLC

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Assets, Funds, Holdings

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Winning Points Advisors LLC
CRD #118077
SEC #801-78654
CIK #0001793399
AUM $158.0 MM (2024-03-21)
Employees 2 (100% Investors, 0% Brokers)
Phone561-367-9111
Address127 NW 13th Street
Boca Raton, FL 33432
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 203 38.6
(b) Individuals (high net worth individuals) 18 98.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 134 21.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 410 158.0
By Discretionary
Discretionary 410 158.0
Non-Discretionary 0 0.0
Total 410 158.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 158.0
Total 410 158.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001793399]
Comparable Firms State AUM ($BB)
Attentive Investments LLC
CA 0.2
Greenshields Capital LLC
CA 0.2
Fountain Square Asset Management LLC
OH 0.2
Beacon Capital LLC
IA 0.2
Forteris Wealth Management Inc
NY 0.2
JK Financial Inc
TX 0.2
Whalen Wealth Management Inc
NV 0.2
TTG Financial Inc
OH 0.2
Milestone Asset Management Group LLC
CT 0.2
Weis Advisory LLC
IA 0.2
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