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WINNING POINTS ADVISORS, L.L.C.
CRD 118077File 801-78654
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$173.1M
Bottom 25% of cohort (national)
Discretionary AUM
$173.1M
Clients
209
326 accounts
Employees
2
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 4, 2013
- Principal office
- 127 NW 13TH STREET, SUITE 13, BOCA RATON, FL, 33432
- Phone
- 561-367-9111
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $173.1M
- Discretionary AUM
- $173.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 326
- Non-discretionary accounts
- 0
- Total accounts
- 326
- AUM per client
- $828K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $24.2M |
| High net worth individuals | 25 | $126.6M |
| Individuals (other than high net worth individuals) | 183 | $22.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD PARTY FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H1C
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.