Winch Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Appleton, WI. Its latest Form ADV filing, dated March 4, 2026, reports $580M in regulatory assets under management, 18 employees, 1 office, and 2,323 accounts.
Assets Under Management
$580M
Employees
18
Offices
1 office
Total Clients
851
Primary office
APPLETON, WI
424 E. WISCONSIN AVENUE, APPLETON, WI, United States
Top client segmentIndividuals represent 82.7% of total clients.
Top client categories% of clientsClients
1
Individuals
82.7%
704
2
HNWI
17.3%
147
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$580Mas of March 4, 2026
Discretionary100.0%
$580M
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$580M
Total Accounts2,323
10Y AUM Change+$324M (+126.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee47:1
10Y Employee Change+1 (+5.9%)
* 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.