This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Ascensus · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-15-2011
- Office Locations
- 1
Office Locations
About Winiecki Wealth Management
Winiecki Wealth Management is a boutique Chicago-based financial planning and investment firm. As an independent, fee-only fiduciary, WWM coordinates key aspects of clients’ financial lives and serves as the “quarterback” alongside their other trusted professionals. The practice supports complex planning needs for individuals such as business owners and physicians, with portfolio construction and asset allocation implemented primarily through public funds (including mutual funds), often custodied at Schwab. Founder Kurt Winiecki brings prior tax accounting and law experience.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KURT WINIECKI
Chief Executive Officer, Founder
- CRD
- #5391124
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,282,020 | -- |
| Non-Discretionary | $22,095,934 | -- |
| Total | $64,377,954 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing