Godwin Okolie
Wintrice Money Advisors · West Palm Beach, Florida
Godwin Okolie is a fee-only financial advisor at Wintrice Money Advisors in West Palm Beach, Florida. Wintrice Money Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Wintrice Money Advisors |
|---|---|
| Based in | West Palm Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.6M across 11 accounts |
| SEC registration | Investment adviser representative in FL · CRD 1920574 |
| Exams passed | Series 63 (1998) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | wintricemoney.com/w |
| Profile |
How Godwin's firm compares
- Wintrice Money Advisors's average account is about $239,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Godwin
Is Godwin Okolie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Godwin holds no broker registration, and Wintrice Money Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Godwin charge for financial advice?
Godwin's firm, Wintrice Money Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Godwin Okolie based?
Godwin Okolie is based in West Palm Beach, Florida.
Is Godwin Okolie registered with the SEC?
Yes. Godwin Okolie is registered as an investment adviser representative in FL (CRD 1920574), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Wintrice Money Advisors manage?
Wintrice Money Advisors reports $2.6M across 11 accounts in assets under management.
How do I contact Godwin Okolie?
Through Godwin's website, wintricemoney.com/w.
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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