A complete list of active advisors currently associated with WIN Private Wealth

Warmer can help you find a great advisor at WIN Private Wealth or one who fits your needs even better.

WIN Private Wealth is a fee-only registered investment adviser that provides investment management and financial planning to individuals, high net-worth individuals, charitable organizations, and corporations. The firm manages discretionary portfolios and delivers financial plans through both ongoing advisor relationships and project-based engagements, operating with a small client base and roughly $3 million in assets under management. The firm’s investment process emphasizes asset allocation and a blend of passive and active strategies, drawing on fundamental, technical, cyclical, and charting analyses within a modern portfolio theory framework. It typically exercises limited discretionary trading authority while allowing clients to impose written restrictions, and it recommends institutional custodians for execution and custody. Notably, WIN Private Wealth offers paid educational seminars and speaking engagements as part of its service mix, an offering that is uncommon among peers. The firm also integrates ongoing financial planning with investment management at no additional cost, operates with no stated account minimum, and is led by a founder with prior experience as a registered representative and insurance agent who also runs a nonprofit organization.

To learn more about the advisors currently working at WIN Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Malique Micenheimer	Elk Grove, CA	6

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