# WIN PRIVATE WEALTH

WIN PRIVATE WEALTH is a Multi Family Office based in Elk Grove.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Elk Grove
- **Assets under management:** Undisclosed
- **Website:** https://winprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/win-private-wealth

## Regulatory record

- **CRD number:** 338220
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338220

## About

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.

## Sectors

- Athletes and entrepreneurs

## People

- Malique Micenheimer — Co-Founder, Wealth Advisor
- Derron Smith — Co-Founder, Chief Operating Officer

## 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.

## Related profiles

- [Minerals Harvesting Capital](https://altss.com/profile/minerals-harvesting-capital-llc)
- [Navigator Wealth Advisors](https://altss.com/profile/navigator-wealth-advisors)

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Last updated: 2026-08-11T15:08:32.892Z

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