Winner Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Winner Wealth Management is a small, independent advisory firm that serves individuals, trusts and estates, endowments, foundations and business entities, managing discretionary portfolios for a limited client base with roughly $7.06 million in discretionary assets. The firm provides ongoing portfolio management across cash, bonds, stocks, ETFs and mutual funds and also offers targeted financial accounting and consulting services on an as-needed basis, including cash flow planning, retirement needs analysis, tax-efficient distribution strategies, gift and estate planning, and annuity and insurance reviews.
The firm’s investment approach is client‑customized and centered on fundamental security analysis supplemented by limited technical analysis, with an emphasis on selecting individual bonds and equities (and selective use of derivatives) to pursue tax efficiency and avoid layering of fees. Portfolio construction favors diversified allocations and long-term holdings—bonds are generally held to maturity and mutual funds are avoided except when a clear economic benefit exists—while portfolios are tailored to each client’s goals, risk tolerance and time horizon.
Compared with many peers, Winner Wealth Management combines fee‑only, solo‑practitioner portfolio management with periodic consulting and financial accounting opinions on specific transactions (such as real estate, equipment purchases or M&A) and formal reviews of annuities and insurance, services that are less commonly offered by independent advisers. The firm also documents detailed proxy‑voting procedures and prioritizes individual security selection and buy‑to‑maturity fixed income strategies rather than reliance on mutual funds or wrap programs.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.50% $5,000,000+: 0.35%
Hourly consulting fees billed on mutually agreed rates for consulting services
Account minimum: $50,000 Fee-only: Fee-only investment adviser; no commissions or other compensation received
Main office
Wooster OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Winner Tax Consulting Service · Winner Wealth Management · Winner, David L
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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