W
$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-03-2024
- Office Locations
- 1
Office Locations
-- Reno NV
About Winston Wealth Strategies, LLC
Winston Wealth Strategies, LLC is a Reno-based RIA. The firm has been operating for 1 years. Managing $1.5M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs 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
Benjamin Arthur Winston
Chief Compliance Officer
- CRD
- #6688774
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,486,000 | -- |
| Non-Discretionary | $60,000 | -- |
| Total | $1,546,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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