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WIN PRIVATE WEALTH
WIN Private Wealth is a registered investment adviser providing fee-only financial planning and investment advisory services. The firm helps athletes and...
Overview
WIN Private Wealth is a registered investment adviser providing fee-only financial planning and investment advisory services. The firm helps athletes and entrepreneurs build financial infrastructure that outlasts the deal, the season, or the exit, with fiduciary advice, tax planning, and accountability. It operates under a fiduciary standard and offers comprehensive support including investment management, tax strategy coordination, estate planning guidance, and cash flow management.
General information
Firm type
Multi Family Office
Location
City
Elk Grove
Principals
Malique Micenheimer
Co-Founder, Wealth Advisor
Derron Smith
Co-Founder, Chief Operating Officer
Sector focus
Frequently asked questions
Which sectors does WIN PRIVATE WEALTH explicitly avoid?
The firm does not publish any sector exclusions or negative screens. Its investment avoidance list, if any, has not been made public.
How does WIN PRIVATE WEALTH source proprietary deal flow?
WIN PRIVATE WEALTH has not described its deal-sourcing mechanism. Multi-family offices often rely on external investment advisers, fund-of-funds, or co-investment networks, but no specifics are available for this firm.
What is WIN PRIVATE WEALTH's known posture on co-investments alongside external GPs?
The firm has not disclosed a co-investment policy. Its posture on alongside capital with general partners remains unknown.
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