Winston Wealth Strategies, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332891
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI98.67%
- Individuals1.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Winston Wealth Strategies, LLC is a small, individual-owned advisory firm organized as an LLC that provides fee-based financial planning and portfolio management for individuals and small businesses. The firm also engages in selection of other advisers and provides pension consulting services. Its fee model includes a percentage-of-assets under management charge and the ability to bill hourly for certain services. Winston Wealth Strategies is identified as a capital allocator, which indicates it outsources portions of investment management to third-party managers rather than running a large in-house trading operation. The firm does not list ESG investing as an active focus and is not described as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities30%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Contacts
1 of 1Benjamin Winston
Managing Member / Investment Advisor RepresentativeCRD 6688774
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations