PPrivate Fund Data Log in Join · $37/mo

Windle Wealth, LLC

● SEC registered since 2022CRD 285653SEC# 801-123385Oklahoma City, OK
Export (members)
Reg. AUM
$207.8M
Employees
2
Accounts
850
Location
Oklahoma City, OK

Windle Wealth, LLC assets under management

Windle Wealth, LLC is an investment advisory firm registered with the SEC based in Oklahoma City, OK. The firm has been registered since 2022. It reports $207.8 million in regulatory assets under management and employs 2 people.

Windle Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Donald Ray Windle ControlWealth Manager And Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Windle Wealth, LLC manage?

Windle Wealth, LLC reports $207.8 million in regulatory assets under management on its Form ADV.

How many employees does Windle Wealth, LLC have?

Windle Wealth, LLC reports 2 employees.

Where is Windle Wealth, LLC located?

Windle Wealth, LLC is based in Oklahoma City, OK and has been SEC-registered since 2022.

Does Windle Wealth, LLC disclose fund performance?

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

Contact & registration

Address5740 NW 132nd St., Oklahoma City, OK 73142
Phone405-261-5202
Fax405-261-5204
Office hoursM-T, 830a.m. To 430p.m. And Friday 830a.m. - Noon
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$207.8M
Non-discretionary$0
Total (RAUM)$207.8M