Winten Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,400,000
Clients
76
Advisors
1
of 1 employees
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
Expertise
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
Krugerville TX
Advisors at this office
1
Most active in
Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")