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Van Winkle Wealth Management Group LLC

● SEC registered since 2026CRD 134813SEC# 801-136331Newark, OH
Export (members)
Reg. AUM
$120.8M
Employees
1
Accounts
792
Location
Newark, OH

Van Winkle Wealth Management Group LLC assets under management

Van Winkle Wealth Management Group LLC is an investment advisory firm registered with the SEC based in Newark, OH. The firm has been registered since 2026. It reports $120.8 million in regulatory assets under management and employs 1 people.
www.vanwinklewealth.comView on SEC.gov ↗

Van Winkle Wealth Management Group LLC owners & executives

1 reported
NameTitleOwnershipSince
Brian Edward Vanwinkle ControlPresident/Ceo/CcoOver 75%2003

Frequently asked questions

How much does Van Winkle Wealth Management Group LLC manage?

Van Winkle Wealth Management Group LLC reports $120.8 million in regulatory assets under management on its Form ADV.

How many employees does Van Winkle Wealth Management Group LLC have?

Van Winkle Wealth Management Group LLC reports 1 employees.

Where is Van Winkle Wealth Management Group LLC located?

Van Winkle Wealth Management Group LLC is based in Newark, OH and has been SEC-registered since 2026.

Does Van Winkle Wealth Management Group LLC disclose fund performance?

Van Winkle Wealth Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address263 Deo Drive, Newark, OH 43055
Phone740-366-1110
Fax866-591-6697
Office hours9:00a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.8M
Non-discretionary$0
Total (RAUM)$120.8M