Winch Financial
Appleton, WI·SEC-registered · CRD #110194
Winch Financial is an SEC-registered investment advisory firm in Appleton, WI managing $580M across 2.3k client accounts, with 17 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$580M
Client accounts
2.3k
Advisory staff
17
Fee model
Fee-based
How Winch Financial is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Winch Financial
How much does Winch Financial manage?
Per its most recent SEC Form ADV filing (03/04/2026), Winch Financial reports $580M in regulatory assets under management across roughly 2.3k client accounts.
How does Winch Financial charge?
Winch Financial is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Winch Financial a fiduciary?
Yes. Winch Financial is registered with the U.S. Securities and Exchange Commission (CRD #110194), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Winch Financial taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Winch Financial and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Appleton, WI
Profile compiled from Winch Financial's public SEC Form ADV filing (CRD #110194, filed 03/04/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Winch Financial. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Winch Financial? Claim this profile.