RIA Intel›Advisers›Pennsylvania›WIN INVESTING LLC

WIN INVESTING LLC

Advisory

PA

Data as of Jul 1, 2026 · Source: SEC Form ADV

Rank in PA

#1,262

of 1,528 advisers by AUM

Average account

$594K

across 32 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 1, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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WHITFORD FINANCIAL PLANNING LLC

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ELEMENT RISK WEALTH ADVISORS LLC

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