# Winiecki Wealth Management

> Winiecki Wealth Management is a state-registered investment advisory firm, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 156007
- Filed as: WINIECKI WEALTH MANAGEMENT
- Legal name: Winiecki Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156007
- AdvisorCensus page: https://advisorcensus.com/firm/winiecki-wealth-management-156007

## Quick answers

**How is Winiecki Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Winiecki Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Winiecki Wealth Management registered with the SEC or a state?**
Winiecki Wealth Management is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156007.

**How much does Winiecki Wealth Management manage?**
Winiecki Wealth Management reports $64,377,954 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (66% discretionary).

**What types of clients does Winiecki Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (20); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Winiecki Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156007

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $64,377,954
- Discretionary: $42,282,020
- Non-discretionary: $22,095,934

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $6,039,141 |
| High net worth individuals | 20 | $36,242,879 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $22,095,934 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- winieckiwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Winiecki Wealth Management (CRD 156007): Form ADV filing data as of October 2026.