RIA Intel›Advisers›WINFOREST LLC

WINFOREST LLC

Advisory

Total AUM

$201M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$201M

Discretionary AUM$201M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WINFOREST LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.