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WINCHESTER ASSET MANAGEMENT, LLC

CHICAGO, IL · CRD 322300 · IAPD ↗ · winchesteram.com · 312-858-3359

$154.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — WINCHESTER ASSET MANAGEMENT, LLC (CHICAGO, IL) is newly SEC-registered with $154.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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