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Winten Investment Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,000,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
76
3% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
76
Average account size
$250,000
About
Winten Investment Partners provides ongoing investment supervisory services and financial planning to individuals, high-net-worth individuals, and corporations or business entities. The brochure indicates the firm manages roughly $19 million in client assets and offers portfolio construction, implementation, and periodic monitoring for both retail and business clients.
The firm’s investment approach is guided by the Random Walk Hypothesis and emphasizes long-term, income-focused portfolios built from broadly diversified baskets of mutual funds, ETFs, equities, fixed income, REITs and other income-producing securities. Portfolios are constructed with explicit asset-allocation models that blend fixed-income and equity components to generate cash flow and, when appropriate, reinvest or distribute income over multi-year horizons.
Winten manages client assets directly rather than delegating to third‑party managers and also accepts corporations and business entities as clients, a mix that is less common among independent advisers with a similar profile. The firm has no stated account minimum, requires use of its recommended custodian (Charles Schwab), and conducts quarterly account reviews with one-time financial planning deliverables available to clients.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Annuities
Wealth management
Passive / index investing
Real estate investing
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.10% Above $3,000,000+: 0.90%
$50 to $150 per hour for financial planning services
Main office location
Winten Investment Partners, LLC
Krugerville TX, United States
Number of offices
1
Most active in
Winten Investment Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Nebraska · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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