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Phillip Chad Castle

President And Chief Compliance OfficerWinnow Wealth, LLCCRD 2619152

About Phillip Chad Castle

Phillip Chad Castle is listed as President And Chief Compliance Officer at Winnow Wealth, LLC in Waco, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Winnow Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Phillip Chad Castle work?

Phillip Chad Castle is listed as President And Chief Compliance Officer at Winnow Wealth, LLC on SEC Form ADV.

How much of Winnow Wealth, LLC does Phillip Chad Castle own?

Form ADV reports a beneficial ownership band of Over 75%.

Winnow Wealth, LLC

TitlePresident And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2021
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