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WINCH FINANCIAL
WINCH ADVISORY SERVICES, LLC
CRD 110194 · SEC 801-55488
424 E. WISCONSIN AVENUE, APPLETON, WI, 54911, United States
Phone
920-739-8577
Fax
920-954-5499
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$580.2M
Discretionary AUM
$580.2M
Team
18 total employees; 17 advisory reps; 1 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 704 | $201.5M |
| High net worth individuals | 147 | $364.9M |
States served
CA, LA, MN, NE, WI, TX, FL
All web addresses on file
- HTTPS://WWW.INSTAGRAM.COM/WINCHFINANCIAL
- https://www.linkedin.com/company/490256
- https://www.linkedin.com/in/matt-weyers-689274100/
- https://www.linkedin.com/in/tanya-winch-99682419/
- https://www.linkedin.com/in/adam-winch-387692a8/
- https://www.linkedin.com/in/christina-winch-6b776067/
- https://www.linkedin.com/in/fred-hubley-2a358312/
- https://www.linkedin.com/in/christian-peterson-88419718/
- HTTP://WWW.WINCHFINANCIAL.COM
- HTTPS://WWW.FACEBOOK.COM/WINCHFINANCIAL
Official SEC filing: View on IAPD