RIA Intel›Advisers›California›WIN PRIVATE WEALTH, LLC

WIN PRIVATE WEALTH, LLC

Advisory

Data as of Jul 23, 2026 · Source: SEC Form ADV

Rank in CA

#5,076

of 5,480 advisers by AUM

Average account

$213K

across 14 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, LA, TX

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

14 clients

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

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Advisers of similar size in CA

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

YOUNG, CHRISTOPHER COLE

$3M

PRESTI, JOSEPH MARTIN

$3M

BACKSHORE CAPITAL, LLC

SAN FRANCISCO, CA

$3M

PETERSON GARRETT, LLC

$3M

SHERWOOD OAK KNOLL, LLC

$3M

FINITE MANAGEMENT, LLC

SANTA MONICA, CA

$3M

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