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WINANS INVESTMENTS

LAS VEGAS, NV · CRD 107125 · IAPD ↗ · 800-494-6267

$305.6MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — WINANS INVESTMENTS reported RAUM up 28% ($258.2M -> $330.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2025 — WINANS INVESTMENTS grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
January 2025 — WINANS INVESTMENTS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
July 2024 — WINANS INVESTMENTS moved its main office from NOVATO, CA to LAS VEGAS, NV.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.