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Winford Wealth, LLC

CRD 336168SEC# 801-132838
Export (members)
No longer SEC-registered. Winford Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
3
Accounts
—
Location
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Winford Wealth, LLC assets under management

Winford Wealth, LLC is an SEC-registered investment adviser. It employs 3 people.
View on SEC.gov ↗

Winford Wealth, LLC owners & executives

4 reported
NameTitleOwnershipSince
Fundaimental, Inc.OwnerOver 75%2025
Jacob Easton Tucker ControlManaging Member/ CcoUnder 5%2025
Jacob Easton Tucker ControlCeo/Board Member50-75%2024
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Frequently asked questions

How many employees does Winford Wealth, LLC have?

Winford Wealth, LLC reports 3 employees.

Does Winford Wealth, LLC disclose fund performance?

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

Contact & registration

Office hours10:00 a.m. To 6:00 p.m.
Discloses disciplinary historyNo