Wealth Intelligently Navigated, LLC

EST. AUM
$532,920,068

CONTACTS

CLIENT ACCOUNTS
1,552

Firm Details

Metro area Greenville, SC
CRD Number 340998
Website winwealthadvisors.com
Client types

Overview

Wealth Intelligently Navigated, LLC (WIN) is a boutique SEC-registered investment adviser based in Spartanburg, South Carolina. Founded in March 2026 and owned by Steven Tolleson, the firm provides tailored investment advisory services, including discretionary and non-discretionary asset management, strategic asset allocation, and holistic financial planning covering risk assessment, estate planning, and investment research.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wealth Intelligently Navigated, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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