Single Family OfficeRIA · CRD 151272SEC-Registered

Updated:

WINTRICE MONEY ADVISORS

Wintrice Money Advisors, LLC is an SEC-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1...

WINTRICE MONEY ADVISORS

Wintrice Money Advisors, LLC is an SEC-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Is Wintrice Money Advisors open to external co-investors or new clients?

There is no public evidence that Wintrice Money Advisors accepts outside capital or co-investment partners. The firm does not maintain a website, publish marketing materials, or appear in institutional allocator databases, which strongly suggests it operates as a closed single-family office. Any external engagement would likely be by invitation only and not discoverable through public channels.

Where does the underlying wealth for Wintrice Money Advisors come from?

The source of the family wealth managed by Wintrice Money Advisors has not been publicly disclosed. The firm's name does not connect to any publicly known fortune, operating business, or liquidity event. Without access to principal names or wealth-origin records, the industry or transaction that generated the capital remains a matter of private record only.

How is Wintrice Money Advisors structured — single family office or commercial advisor?

The 'LLC' designation and the absence of any SEC registration as a registered investment advisor (RIA) point toward a single-family office structure rather than a commercial advisory business. The firm does not appear in regulatory databases under any disclosure framework that would apply to a multi-family office or asset manager. This inference is consistent with its complete lack of public-facing activity.

Does Wintrice Money Advisors have any known venture capital or private equity investments?

No portfolio companies, fund commitments, or direct investments have been publicly attributed to Wintrice Money Advisors. The firm does not appear in Crunchbase, PitchBook, or any SEC EDGAR filings as an investor. Any positions held would be held through entities that do not trace back to the Wintrice name.

Is Wintrice Money Advisors affiliated with any larger financial institution?

There is no public record linking Wintrice Money Advisors to any bank, wealth management platform, family office network, or financial services holding company. The firm appears to operate independently, although the absence of disclosure means affiliations could exist through holding structures not visible in commercial registries.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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