WINDLE WEALTH

RIASEC RegisteredEst. 2022

Total AUM

$251M

Discretionary

$251M

100% of AUM

Avg account

$246K

Accounts

1,022

Employees

Advisory reps

Firm details

Headquarters: OKLAHOMA CITY, Oklahoma
CRD number: 285653
Registered since: March 4, 2022
Website: windlewealth.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.46%
Individuals28.31%
Corporations / Businesses14.11%
Charitable Organizations0.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Windle Wealth LLC is an independent, individual-owned registered investment adviser that came onto the SEC register in 2022. The firm serves both individual and family clients as well as institutional and business accounts, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Its fee arrangements include asset-based (percentage of AUM) billing as well as hourly and fixed-fee engagements. Windle Wealth does not identify as an ESG-focused investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm has an industry affiliation with accounting professionals.