$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
16 yrs Firm Age
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- Custodian
- Altruist · Merrill Lynch · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-27-2009
- Office Locations
- 1
Office Locations
-- West Palm Beach FL
About Wintrice Money Advisors, LLC
Wintrice Money Advisors, LLC is a West Palm Beach-based RIA. The firm has been operating for 16 years. Managing $2.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Merrill Lynch.
Team overview
-- AVG AGE
$2.6M AVG AUM / ADVISOR
$238.8K AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GODWIN CHINEDU OKOLIE
Chief Compliance Officer, Chief Investment Officer, Founder, Managing Member
- CRD
- #1920574
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,626,473 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,626,473 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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