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Winvest Investments L.P. (Montrose)


Winvest Investments L.P. is an adviser based in Montrose. It manages $36.38 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Colorado and Texas.




Winvest Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Winvest Investments: assets under management

The assets under management (AUM) of Winvest Investments L.P. is $36.38 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.69 million in discretionary accounts and $25.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.34 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.12 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Winvest Investments L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Montrose

The principal office where Winvest Investments L.P. performs its advisory services is located at 20349 Pahgre Road, Montrose, CO 81403 8627, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 970-249-3602 or by fax 970-249-3625. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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