Wintrice Money Advisors, LLC

Overview

Wintrice Money Advisors, LLC is a small, independent registered investment adviser structured as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a fee model that includes both a percentage of assets under management and fixed fees, and it manages client relationships directly rather than acting as a capital allocator. Investment activity centers on equity exposure, with a clear preference for exchange-traded securities. The firm does not position itself as an active ESG investor and serves a single-state client base. Service offerings are straightforward: ongoing portfolio management combined with financial planning. Given the firm’s size and business model, portfolio construction appears geared toward simplicity and low-cost implementation—favoring liquid equity instruments and traditional vehicles supplemented by selected alternative and insurance products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices