WINANS INTERNATIONAL
DBA: WINANS INVESTMENTS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $305.6M |
| Discretionary | $305.6M100% of AUM |
| Client Accounts | 512 |
| Avg Account Size | $597K |
| Employees | 4 |
| Peak AUM | $330.1MFeb 2025 |
| AUM CAGR | +4.8% /yrover 25 yrs · 54 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $306M | 7.4% | +3.3% | +4.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $305.6M |
| Discretionary | $305.6M |
| Employees | 4 |
| Client Accounts | 512 |
Contact & Location
Address
410 S. RAMPART BLVD.
LAS VEGAS NV 89145
Phone
800-494-6267
Filing History
54 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$306M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported