PALM BEACH GARDENS, FLCRD 300351Latest ADV March 22, 2026
Win Advisors, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated March 22, 2026, reports $267M in regulatory assets under management, 4 employees, and 1,941 accounts.
Assets Under Management
$267M
Employees
4
Offices
--
Total Clients
1,941
Primary office
PALM BEACH GARDENS, FL
11440 JOG ROAD, PALM BEACH GARDENS, FL, United States
Top client segmentIndividuals represent 97.5% of total clients.
Top client categories% of clientsClients
1
Individuals
97.5%
1,893
2
Pension Plans
1.2%
23
3
HNWI
0.6%
12
4
Corporations
0.4%
7
5
Charitable
0.3%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$267Mas of March 22, 2026
Discretionary100.0%
$267M
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.
Total AUM$267M
Total Accounts1,941
10Y AUM Change+$267M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee485:1
10Y Employee Change-9 (-69.2%)
* 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.