Winning Points Advisors, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 31, 2026, reports $173M in regulatory assets under management, 2 employees, and 326 accounts.
Assets Under Management
$173M
Employees
2
Offices
--
Total Clients
209
Primary office
BOCA RATON, FL
127 NW 13TH STREET, SUITE 13, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.6% of total clients.
Top client categories% of clientsClients
1
Individuals
87.6%
183
2
HNWI
12.0%
25
3
Investment Cos.
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of March 31, 2026
Discretionary100.0%
$173M
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$173M
Total Accounts326
10Y AUM Change$-27M (-13.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee105:1
10Y Employee Change-2 (-50.0%)
* 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.