WINNING POINTS ADVISORS, L.L.C.
SEC RegisteredDREAM. CREATE. SUCCEED.
About the firm
The Winning Points Advisors (WPA) is a financial advisory firm based in Boca Raton, FL. Their advisors assess clients' financial health, set short- and long-term goals, and craft personalized strategies for investments, retirement planning, tax optimization, and risk management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advising, retirement planning, tax optimization, risk management, and personalized financial strategy development.
Who they serve
Individuals and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 183 | $22M |
| High Net Worth Individuals | 25 | $127M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $1,000,000 | 2.00% |
| $1,000,000 to $5,000,000 | 1.50% |
| $5,000,000 to $7,500,000 | 1.00% |
| Greater than $7,500,000 | 0.85% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WINNING POINTS ADVISORS, L.L.C. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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