# Win Team Advisory Services

Win Team Advisory Services is a Bank / Wealth / Trust based in Irvine, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** Irvine, CA, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** win-team.org
- **LinkedIn:** https://www.linkedin.com/company/dwc-cfp

## Regulatory record

- **CRD number:** 136680
- **SEC file number:** 801-68877
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136680

## About

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.

## Questions

### What services does Win Team Advisory Services offer?

The firm provides investment advisory services, financial planning, asset management, and wealth management to individuals and families, per its curated firm description. Its model centers on direct advisory relationships rather than pooled funds or institutional capital raising.

### Does Win Team Advisory Services manage pooled investment vehicles?

Based on its classification as a wealth manager advising individuals and families, Win Team constructs separate portfolios for clients rather than operating commingled funds. There is no public disclosure of any proprietary fund structures.

### Who runs investment decisions at Win Team Advisory Services?

The firm has not publicly disclosed named principals, portfolio managers, or an investment committee. No LinkedIn page or team page is available to identify decision-makers.

## Related profiles

- [Wimmer Associates](https://altss.com/profile/wimmer-associates)
- [Winans Investments](https://altss.com/profile/winans-investments)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/win-team-advisory-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology