| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica Lynn Burch Control | Vice President | 10-25% | 2024 |
| Phillip Chad Castle Control | President And Chief Compliance Officer | Over 75% | 2021 |
Winnow Wealth, LLC reports $123 million in regulatory assets under management on its Form ADV.
Winnow Wealth, LLC reports 6 employees.
Winnow Wealth, LLC is based in Waco, TX and has been SEC-registered since 2024.
Winnow Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 200 W. Hwy 6, Suite 330, Waco, TX 76712 |
| Phone | 254-776-8400 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $115.8M |
| Non-discretionary | $7.2M |
| Total (RAUM) | $123M |