Winiecki Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,282,020
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
40
50% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$1,057,051
About
Winiecki Wealth Management serves individuals and families as well as business and retirement-plan clients, offering discretionary and non-discretionary investment advisory services, 401(k)/403(b) plan advisory, consulting, financial planning, and paid speaking engagements. The firm manages about $64 million in client assets across roughly 40 clients, and provides both ongoing portfolio management and limited-scope consulting or speaking engagements.
WWM constructs portfolios primarily with ETFs, mutual funds, Treasury bills, CDs, and fixed income, using target asset allocations and fund screening criteria such as expense ratio, performance, volatility, and manager tenure. Portfolios are monitored regularly (with quarterly reviews and periodic rebalancing driven by risk, cost, and tax considerations) and WWM may provide independent strategy advice or tailored restrictions at a client’s request.
Compared with many solo independent advisers, the firm regularly advises retirement plan sponsors and can serve as either an ERISA 3(21) or 3(38) fiduciary, and it holds a material amount of non-discretionary retirement-plan assets (about $22 million). The sole advisor’s prior background in accounting and law underpins a mix of plan consulting, speaking/educational services, and individualized wealth-planning work that distinguish the firm’s service set from many peers.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Expertise
Business succession planning
Occupation focus
Retired
Founder/Business Owner
Fee options
Negotiable flat fees for consulting, speaking, and financial planning services ranging from $500 to $10,000
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Up to $750 per hour for consulting, speaking, and financial planning services
Account minimum: $500,000
Main office location
Winiecki Wealth Management
Chicago IL, United States
Number of offices
1
Most active in
Winiecki Wealth Management has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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