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WINCOVE

BOSTON, MA · CRD 295192 · IAPD ↗ · (603) 770-9785

$488.8MRegulatory AUM
8Advisory reps
11Employees
0Clients
n/aPlanning clients
13Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — WINCOVE reported RAUM up 83% ($266.7M -> $488.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
July 2024 — WINCOVE grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2024 — WINCOVE shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — WINCOVE now reports custody of client assets ($280.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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