# Malique Micenheimer

> Malique Micenheimer is a fee-only financial advisor at WIN Private Wealth in Elk Grove, California. Malique charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $6,000 a year and 1% a year on the first tier of assets managed) and focuses on founders (pre-exit), estate & legacy planning and small business owners.

Page: https://find.wellspent.co/advisors/malique-micenheimer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** WIN Private Wealth
- **Based in:** Elk Grove, California
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.0M across 14 accounts
- **Specialties:** Founders (pre-exit), Estate & legacy planning, Small business owners
- **Works with:** Founders
- **CRD:** 7029786 (https://adviserinfo.sec.gov/individual/summary/7029786)
- **SEC registration:** Investment adviser representative in CA, LA, TX
- **Exams passed:** Series 63 (2019), Series 66 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.winprivatewealth.com/

## Frequently asked questions

### Is Malique Micenheimer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Malique holds no broker registration, and WIN Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Malique charge for financial advice?

Malique charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.

### How much does Malique charge?

According to WIN Private Wealth's website, checked October 30, 2026: ongoing planning from $6,000 a year; 1% a year on the first tier of assets managed.

### Where is Malique Micenheimer based?

Malique Micenheimer is based in Elk Grove, California.

### What does Malique specialize in?

Malique's specialties include founders (pre-exit), estate & legacy planning and small business owners. Malique works with founders.

### Is Malique Micenheimer registered with the SEC?

Yes. Malique Micenheimer is registered as an investment adviser representative in CA, LA and TX (CRD 7029786), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WIN Private Wealth manage?

WIN Private Wealth reports $3.0M across 14 accounts in assets under management.

### How do I contact Malique Micenheimer?

Through Malique's website, www.winprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7029786): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.winprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.