LAS VEGAS, NVCRD 107125Latest ADV February 26, 2026
Winans Investments is an SEC registered investment adviser organized as a corporation with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated February 26, 2026, reports $306M in regulatory assets under management, 4 employees, 1 office, and 512 accounts.
Assets Under Management
$306M
Employees
4
Offices
1 office
Total Clients
276
Primary office
LAS VEGAS, NV
410 S. RAMPART BLVD., SUITE 390, LAS VEGAS, NV, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
197
2
HNWI
24.3%
67
3
Pension Plans
2.2%
6
4
Charitable
2.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$306Mas of February 26, 2026
Discretionary100.0%
$306M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$306M
Total Accounts512
10Y AUM Change+$140M (+84.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee69:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.