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Advanced Wealth Management
Advanced Wealth Management was established in 2003 as Advanced Wealth Management, LLC in Florida. John Karpinsky and Tom Winkels serve as co-founders.
Advanced Wealth Management
Advanced Wealth Management was established in 2003 as Advanced Wealth Management, LLC in Florida. John Karpinsky and Tom Winkels serve as co-founders. Daniel Klein acts as principal. The firm operates from Sarasota and focuses on multi-generational client relationships. The firm allocates across private equity, private credit, real estate, hedge funds, infrastructure, and direct co-investments or SPVs. Confirmed technology focuses include AI/ML, biotech, and cybersecurity. Investment stages span seed through late stage. Geographic reach covers North America and Europe. Portfolio holdings and specific co-investors remain undisclosed in available records. No recent operational events from the last 24 months appear in sourced materials. Team size and additional offices are not publicly quantified. Philanthropic activity includes support for the Alzheimer’s Association, American Red Cross Hurricane Relief, Habitat for Humanity, and Ronald McDonald House. The firm maintains multiple DBAs and legal aliases tied to SEC-registered entities with CRD numbers 119169 and 284438. This structure separates advisory functions from family-office services without a disclosed single-family mandate or succession plan.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
North America
Country
United States
City
Sarasota
Corporate office
Sarasota, FL, United States
Principals
John Karpinsky
Co-founder
Tom Winkels
Co-founder
Daniel Klein
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Advanced Wealth Management?
John Karpinsky and Tom Winkels serve as co-founders. Daniel Klein holds the role of principal. Day-to-day investment authority is not further detailed in public records.
Does Advanced Wealth Management participate in fund commitments or only direct deals?
The firm uses direct co-investments or SPVs alongside fund commitments. It also holds positions in hedge funds and private credit.
What investment stages does Advanced Wealth Management typically target?
The firm covers early stage, growth, late stage, and seed investments.
Where does the underlying wealth come from?
Wealth origin for client families is not publicly disclosed.
Does Advanced Wealth Management maintain philanthropic structures?
The firm lists donations to the Alzheimer’s Association, Habitat for Humanity, Ronald McDonald House, and several other organizations. No separate foundation vehicle is named.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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