David Winner
Winner Wealth Management · Wooster, Ohio
David Winner is a fee-only financial advisor at Winner Wealth Management in Wooster, Ohio. Winner Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Winner Wealth Management |
|---|---|
| Based in | Wooster, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $8.5M across 13 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4775864 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How David's firm compares
- Winner Wealth Management's average account is about $652,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about David
Is David Winner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Winner Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Winner Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is David Winner based?
David Winner is based in Wooster, Ohio.
Is David Winner registered with the SEC?
Yes. David Winner is registered as an investment adviser representative in OH (CRD 4775864), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Winner Wealth Management manage?
Winner Wealth Management reports $8.5M across 13 accounts in assets under management.
How do I contact David Winner?
Contact details aren't on file yet. Search for Winner Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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