WINNING POINTS ADVISORS, L.L.C.
CRD #118077 SEC #801-78654 BOCA RATON, FL 561-367-9111
SEC Registered
Total AUM
$176.4M
Discretionary
$176.4M
Employees
2
Clients
101
Accounts
199
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $176.4M | $176.4M | $0 | 2 | 0 |
| Mar 2024 | $158M | $158M | $0 | 2 | 0 |
| Jul 2023 | $131.7M | $131.7M | $0 | 2 | 0 |
| Mar 2023 | $131.7M | $131.7M | $0 | 2 | 0 |
| Nov 2022 | $251.9M | $251.9M | $0 | 2 | 0 |
| Apr 2022 | $251.9M | $251.9M | $0 | 2 | 0 |
| Apr 2022 | $251.9M | $251.9M | $0 | 2 | 0 |
| Mar 2022 | $251.9M | $251.9M | $0 | 2 | 0 |
| Apr 2021 | $232.2M | $232.2M | $0 | 2 | 0 |
| Mar 2021 | $232.2M | $232.2M | $0 | 2 | 0 |
| Sep 2020 | $268.8M | $268.8M | $0 | 3 | 10 |
| Jun 2020 | $268.8M | $268.8M | $0 | 3 | 10 |
| May 2020 | $268.8M | $268.8M | $0 | 3 | 10 |
| Aug 2019 | $267.2M | $267.2M | $0 | 7 | 10 |
| Aug 2019 | $267.2M | $267.2M | $0 | 7 | 10 |
| Aug 2019 | $208M | $208M | $0 | 7 | 10 |
| Mar 2019 | $208M | $208M | $0 | 7 | 10 |
| Mar 2018 | $242M | $242M | $0 | 7 | 10 |
| Mar 2017 | $200M | $200M | $0 | 4 | 330 |
| Mar 2016 | $144M | $144M | $0 | 4 | 315 |
| Jan 2016 | $129M | $129M | $0 | 5 | 300 |
| Aug 2015 | $129M | $129M | $0 | 5 | 300 |
| Mar 2015 | $129M | $129M | $0 | 5 | 300 |
| Aug 2014 | $102.3M | $102.3M | $0 | 5 | 350 |
| Feb 2014 | $102.3M | $102.3M | $0 | 5 | 350 |
| Oct 2013 | $96M | $96M | $0 | 5 | 230 |
| Oct 2013 | $96M | $96M | $0 | 5 | 230 |
DateApr 2025
Total AUM$176.4M
Discretionary$176.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$251.9M
Discretionary$251.9M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$251.9M
Discretionary$251.9M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$251.9M
Discretionary$251.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$251.9M
Discretionary$251.9M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$232.2M
Discretionary$232.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$232.2M
Discretionary$232.2M
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees3
Clients10
DateJun 2020
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees3
Clients10
DateMay 2020
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees3
Clients10
DateAug 2019
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees7
Clients10
DateAug 2019
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees7
Clients10
DateAug 2019
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees7
Clients10
DateMar 2019
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees7
Clients10
DateMar 2018
Total AUM$242M
Discretionary$242M
Non-Disc.$0
Employees7
Clients10
DateMar 2017
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees4
Clients330
DateMar 2016
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees4
Clients315
DateJan 2016
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees5
Clients300
DateAug 2015
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees5
Clients300
DateMar 2015
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees5
Clients300
DateAug 2014
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees5
Clients350
DateFeb 2014
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees5
Clients350
DateOct 2013
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees5
Clients230
DateOct 2013
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees5
Clients230