RIA · CRD 148335SEC-Registered

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Wienken Advisors

Wienken Advisors, Ltd. has been educating private and public sector employees since 1998 through seminar outreach programs and financial consultation.

Wienken Advisors

Wienken Advisors, Ltd. has been educating private and public sector employees since 1998 through seminar outreach programs and financial consultation. The firm helps employees understand their benefits and integrate them into personal financial goals using its Building Your Financial Future planning model. It has several associates with expertise in financial planning, including seven with the Chartered Federal Employee Benefit Consultant certification, and conducts on average 80 seminars per year attended by 3-4 thousand employees.

General information

Firm type

RIA

Year founded

1998

Location

Region

Europe

Country

United Kingdom

City

Mechanicsburg

Corporate office

London, United Kingdom

Principals

Peter Wienken

Principal / Founder

Frequently asked questions

What investment structures does the firm typically use?

Wienken Advisors engages in direct private equity transactions, real-asset acquisitions, and public-market positions. Its permanent-capital base allows it to hold concentrated, illiquid stakes for multi-decade periods without forced exits.

Who makes the final investment decisions at Wienken Advisors?

Principal Peter Wienken retains final authority over all investment decisions. The firm operates without an investment committee populated by non-family executives or external advisors.

Does the firm disclose public holdings or a 13F equivalent?

No. Wienken Advisors does not file a 13F or equivalent public portfolio disclosure. Its securities holdings, if any, are not reported through an investment-adviser regulatory vehicle.

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