Malique Micenheimer
WIN Private Wealth · Elk Grove, California
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.
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Specialties
Who they serve
- Founders
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 |
| Assets under management | $3.0M across 14 accounts |
| SEC registration | Investment adviser representative in CA, LA, TX · CRD 7029786 |
| Exams passed | Series 63 (2019) · Series 66 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.winprivatewealth.com |
| Profile |
How Malique's firm compares
- Ongoing planning starts at $6,000 a year, in line with the California median of $6,000 for fee-only firms that publish prices.
- WIN Private Wealth's average account is about $213,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Malique
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.
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
- WIN Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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