$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-03-2017
- Office Locations
- 1
Office Locations
-- Wooster OH
About Winner Wealth Management
Winner Wealth Management is a Wooster, Ohio advisory practice led by owner/CCO David L. Winner, providing financial and wealth planning alongside portfolio construction, retirement, tax and estate planning, and insurance support. Portfolios are heavily ETF-based, complemented by cash and high-quality fixed income. Primarily Schwab-custodied.
Team overview
73 AVG AGE
$8.5M AVG AUM / ADVISOR
$326.2K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
DAVID L WINNER
Chief Compliance Officer, Owner
- CRD
- #4775864
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,480,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,480,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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