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Winters Financial Group

Also known as winters financial

Wealth ManagerWestlake Village, United StatesFounded 1999
Westlake Village
Headquarters
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About Winters Financial Group

Winters Financial Group is a wealth manager based in Westlake Village, US. Founded in 1999.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Winters Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$252.3M
Total Clients
634
Filing Date
March 21, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Winters Financial Group across SEC, IRS, DOL and international registers — newest first.

FORM ADV
WINTERS FINANCIAL GROUP, INC.
Mar 21, 2026
$252.3M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Winters Financial Group?

Winters Financial Group is a wealth manager based in Westlake Village, United States.

Where is Winters Financial Group headquartered?

Winters Financial Group is headquartered in Westlake Village, United States.

When was Winters Financial Group founded?

Winters Financial Group was founded in 1999.

How can I contact Winters Financial Group?

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