# Winslow Drake

Winslow Drake is a Bank / Wealth / Trust based in Cathedral City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cathedral City, United States
- **Region:** North America
- **Address:** Cathedral City, CA, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** winslowdrake.com
- **LinkedIn:** https://www.linkedin.com/company/winslow-drake

## Regulatory record

- **CRD number:** 286638
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286638

## About

Founded in 2014 and based in Cathedral City, California, Winslow Drake operates as a wealth manager organized around financial planning and portfolio management. The firm serves individuals, high-net-worth families, and entity clients. Its regulatory footprint as a registered investment adviser subjects the practice to a fiduciary standard, distinguishing its service model from broker-dealer arrangements where suitability rather than client-first duty governs recommendations. The firm provides investment advisory services spanning portfolio construction, asset allocation, and ongoing management. While specific asset-class allocations are not publicly disclosed, the advisory model typically encompasses equities, fixed income, and alternative investment sleeves common to private-client portfolios in the California desert market. Winslow Drake's client base draws from the Coachella Valley region, where Cathedral City anchors a corridor of wealth including Palm Springs, Rancho Mirage, and Indian Wells — communities with significant concentrations of retired and semi-retired high-net-worth households. The practice is lean by design, consistent with boutique RIAs serving concentrated geographies. No additional offices or affiliated vehicles are publicly identified. As of mid-2026, Winslow Drake maintains a limited public communications footprint, with no press releases or published fund closes available in the primary record — a profile consistent with an advisory practice built on direct client relationships rather than institutional marketing. Structurally, Winslow Drake's fiduciary obligation as an RIA — rather than a broker-dealer — represents its clearest operating differentiator. This regulatory posture aligns incentives between client and advisor, particularly relevant for trust and estate-oriented planning in a retirement-heavy demographic.

## Questions

### Is Winslow Drake a broker-dealer or a registered investment adviser?

Winslow Drake operates as a registered investment adviser, which means it is held to a fiduciary standard that requires it to place client interests first. This distinguishes the firm from broker-dealers, who operate under a suitability standard. The RIA structure is typical for boutique wealth managers focused on financial planning and ongoing portfolio management rather than transactional brokerage.

### What types of clients does Winslow Drake serve?

Based on its regulatory disclosures, Winslow Drake serves individuals, high-net-worth individuals, and various entity clients. The firm's presence in Cathedral City places it in the Coachella Valley wealth corridor, a region with a significant concentration of retired and semi-retired affluent households in communities like Palm Springs, Rancho Mirage, and Indian Wells.

## Related profiles

- [Winnow Wealth](https://altss.com/profile/winnow-wealth)
- [Winters Financial Group](https://altss.com/profile/winters-financial-group)

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

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