# Winston Wealth Strategies, LLC

> Winston Wealth Strategies, LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 332891
- Filed as: WINSTON WEALTH STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Nevada
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332891
- AdvisorCensus page: https://advisorcensus.com/firm/winston-wealth-strategies-llc-332891

## Quick answers

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

**Is Winston Wealth Strategies, LLC registered with the SEC or a state?**
Winston Wealth Strategies, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332891.

**How much does Winston Wealth Strategies, LLC manage?**
Winston Wealth Strategies, LLC reports $1,546,000 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (96% discretionary).

**Does Winston Wealth Strategies, LLC 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/332891

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $1,546,000
- Discretionary: $1,486,000
- Non-discretionary: $60,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $20,496 |
| High net worth individuals | Fewer than 5 | $1,525,504 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Winston Wealth Strategies, LLC (CRD 332891): Form ADV filing data as of October 2026.