# EDGAR Filing Document

**Accession Number:** 0000949905
**File Stem:** 0000949905-25-000002
**Filing Date:** 2025-8
**Character Count:** 2834
**Document Hash:** 2284a59fa2af363e0346e30da032b0b5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000949905-25-000002.hdr.sgml**: 20250828

**ACCESSION NUMBER**: 0000949905-25-000002

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250828

**DATE AS OF CHANGE**: 20250828

**EFFECTIVENESS DATE**: 20250828

**PERIOD START**: 20240701

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WINKLEVOSS INSURANCE AGENCY, LLC
- **CENTRAL INDEX KEY:** 0000949905

**ORGANIZATION NAME:**
- **EIN:** 061430261
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0630

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-48544
- **FILM NUMBER:** 251272742

**BUSINESS ADDRESS:**
- **STREET 1:** 640 WEST PUTNAM AVE
- **STREET 2:** 2ND FLOOR
- **CITY:** GREENWICH
- **STATE:** CT
- **ZIP:** 06830
- **BUSINESS PHONE:** 203-861-5569

**MAIL ADDRESS:**
- **STREET 1:** PO BOX 4997
- **STREET 2:** 3RD FLOOR
- **CITY:** GREENWICH
- **STATE:** CT
- **ZIP:** 06831

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WINKLEVOSS INSURANCE AGENCY, LLC
- **DATE OF NAME CHANGE:** 20040507

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WINKLEVOSS INSURANCE CORPORATION
- **DATE OF NAME CHANGE:** 20020405

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WINKLEVOSS INSURANCE CORP                               /BD
- **DATE OF NAME CHANGE:** 20020405

### Attached PDF Documents

**Attachment 1:** `wia_crd39081_06302025.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000949905

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 07-01-2024

**Report Period End Date:** 06-30-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** WINKLEVOSS INSURANCE AGENCY, LLC

**Business Address:** 640 WEST PUTNAM AVE, 2ND FLOOR, GREENWICH, CT, 06830

**Contact Person:** Michael Vasile

**Contact Phone:** 2038615569

### Independent Public Accountant Identification

**Accountant Name:** Lilling & Company LLP

**Accountant Address:** 2 Seaview Boulevard, Suite 200, Port Washington, NY, 11050

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Howard Winklevoss**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **WINKLEVOSS INSURANCE AGENCY, LLC**, as of **06-30-2025**, are true and correct.

**Signature:** Howard Winklevoss

**Title:** Manager, Chief Compliance

**Notarized:** Yes