Win Team Advisory Services

Overview

Win Team Advisory Services was established in 2001 in Irvine, California. The firm provides investment advisory services, financial planning, asset management, and wealth management to individuals and families across the United States. It operates as a traditional retail wealth manager rather than a capital-raiser for external funds. The firm's strategy centers on direct client advisory relationships. Service lines span discretionary portfolio management, financial planning, and ongoing wealth counseling. Win Team constructs portfolios for clients rather than operating pooled investment vehicles. The firm's geographic footprint is concentrated domestically, with no publicly disclosed international offices or cross-border mandates. Operational scale is not publicly disclosed. Win Team does not publish total assets under management, team headcount figures, or separate account minimums. There are no known adjacent philanthropic foundations, club memberships, or affiliated operating companies linked to the firm. May 2024: No verifiable operational events were publicly reported within the last 24 months. Win Team's structural differentiator is its posture as a locally focused RIA in Orange County — a market dense with high-net-worth households but also saturated with advisory competition. WIN TEAM ADVISORY SERVICES was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved registrations in CA. In Form ADV filed on 2026-07-16, it reported 3 employees; 143 advisory accounts; services including Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. The feed lists only participating state authorities; it does not establish current registration status.