RIA Intel›Advisers›Florida›WINTRICE MONEY ADVISORS, LLC

WINTRICE MONEY ADVISORS, LLC

Advisory

FL

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

Rank in FL

#2,425

of 2,610 advisers by AUM

Average account

$239K

across 11 accounts

AUM per adviser

$3M

1 advisers

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

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

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

11 clients

1 high-net-worth

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

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Advisers of similar size in FL

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

CORAL GABLES, FL

$3M

BURGAN, BRIAN WAYNE

$3M

K.W. BROWN & COMPANY

DELRAY BEACH, FL

$3M

$3M

WOLFSON PRIVATE WEALTH, LLC

FT. LAUDERDALE, FL

$3M

$3M

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