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WINIECKI WEALTH MANAGEMENT, LLC

Advisory

IL

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in IL
#1,138
of 1,719 advisers by AUM
Average account
$570K
across 113 accounts
AUM per adviser
$64M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM
$64M
Discretionary %
65.7%
Clients
45
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$64M
Discretionary AUM$42M
Non-Discretionary AUM$22M
Discretionary %65.7%
Total Clients45
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

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SCULLY CAPITAL MANAGEMENT, LLC
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NASH HASTY PRIVATE WEALTH MANAGEMENT, LLC
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STRATEGIC FINANCIAL DESIGNS, INC.
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$65M
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DFG WEALTH MANAGEMENT, LLC
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$65M

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