W
$266.8M Total AUM
$266.8M Disc. AUM
-- 3Y CAGR
4 Employees
1,941 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2018
- Office Locations
- 3
Office Locations
11440 JOG Road Palm Beach Gardens FL
11440 North JOG Road Palm Beach Gardens FL
5388 Discovery Park Blvd #225 Williamsburg VA
About WIN Advisors, INC
WIN Advisors, INC is a Palm Beach Gardens-based RIA with 3 offices. The firm has been operating for 7 years. Managing $266.8M in total assets under management, with 4 advisory representatives. They custody assets with Interactive Brokers and Pershing.
Team overview
-- AVG AGE
$66.7M AVG AUM / ADVISOR
$137.5K AVG AUM / CLIENT
7.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
0 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
Barry Richard Rittman
Chief Financial Officer, TREASURER, VICE PRESIDENT
- CRD
- #1997994
- Ownership
- Less than 5%
Available
Available
Available
Denis Stephen Walsh
Chief Executive Officer, DIRECTOR, President
- CRD
- #1124278
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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David Wayne Homard
Financial Advisor
- CRD
- #2355385
Available
Available
Available
Brian Scott Mccleskey
Senior Portfolio Manager
- CRD
- #4638333
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $266,840,858 | $137,476 |
| Non-Discretionary | $0 | -- |
| Total | $266,840,858 | $137,476 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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