$42.4M Total AUM
$42.4M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
23 yrs Firm Age
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2003
- Office Locations
- 2
Office Locations
23 Ross Common Suite #5 Ross CA
-- Ross CA
About Winship Wealth Partners
Winship Wealth Partners is a boutique RIA in Ross, CA serving retail clients with comprehensive financial planning alongside discretionary portfolio management. The team focuses on asset allocation and portfolio construction using mutual funds, ETFs and fixed income, with insurance, tax, estate and business-succession planning support. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$42.4M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
22.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CRAIG STEPHEN SLAYEN
Principal
- CRD
- #2982946
- Ownership
- 75% or more
Available
Available
Available
M
MELISSA SUGARMAN SLAYEN
Principal
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,415,062 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,415,062 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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