WIN WEALTH MANAGEMENT, INC.
CRD #127019 SEC #801-79636 DENVER, CO 303-221-3157
SEC Registered
Total AUM
$119.6M
Discretionary
$119.6M
Employees
4
Clients
0
Accounts
648
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2016 | $119.6M | $119.6M | $0 | 4 | 100 |
| Jan 2016 | $110.4M | $110.4M | $0 | 4 | 100 |
| Feb 2015 | $118.4M | $118.4M | $0 | 4 | 100 |
| Feb 2015 | $118.4M | $118.4M | $0 | 4 | 100 |
| May 2014 | $103.1M | $103.1M | $0 | 4 | 26 |
| Apr 2014 | $103.1M | $103.1M | $0 | 4 | 26 |
| Mar 2012 | $72.1M | $69.5M | $2.6M | 6 | 26 |
| Feb 2012 | $72.1M | $69.5M | $2.6M | 6 | 26 |
| Dec 2011 | $63.7M | $61.5M | $2.2M | 6 | 26 |
| Feb 2011 | $63.7M | $61.5M | $2.2M | 10 | -- |
| Aug 2010 | $50.8M | $49M | $1.8M | 10 | -- |
| Jul 2010 | $50.8M | $49M | $1.8M | 10 | -- |
| Mar 2010 | $50.8M | $49M | $1.8M | 10 | -- |
| Feb 2008 | $60.3M | $57.3M | $3M | 5 | -- |
| May 2007 | $50.2M | $47.7M | $2.5M | 5 | -- |
DateDec 2016
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees4
Clients100
DateJan 2016
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees4
Clients100
DateFeb 2015
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees4
Clients100
DateFeb 2015
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees4
Clients100
DateMay 2014
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients26
DateApr 2014
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2012
Total AUM$72.1M
Discretionary$69.5M
Non-Disc.$2.6M
Employees6
Clients26
DateFeb 2012
Total AUM$72.1M
Discretionary$69.5M
Non-Disc.$2.6M
Employees6
Clients26
DateDec 2011
Total AUM$63.7M
Discretionary$61.5M
Non-Disc.$2.2M
Employees6
Clients26
DateFeb 2011
Total AUM$63.7M
Discretionary$61.5M
Non-Disc.$2.2M
Employees10
Clients--
DateAug 2010
Total AUM$50.8M
Discretionary$49M
Non-Disc.$1.8M
Employees10
Clients--
DateJul 2010
Total AUM$50.8M
Discretionary$49M
Non-Disc.$1.8M
Employees10
Clients--
DateMar 2010
Total AUM$50.8M
Discretionary$49M
Non-Disc.$1.8M
Employees10
Clients--
DateFeb 2008
Total AUM$60.3M
Discretionary$57.3M
Non-Disc.$3M
Employees5
Clients--
DateMay 2007
Total AUM$50.2M
Discretionary$47.7M
Non-Disc.$2.5M
Employees5
Clients--