Winnacle Wealth, LLC

RIASEC Registered

Total AUM

$145M

Discretionary

$145M

100% of AUM

Avg account

$115K

Accounts

1,264

Employees

6

Advisory reps

6

Firm details

Headquarters: Waco, Texas
CRD number: 317181
Registered since: May 8, 2024
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals54.33%
HNWI45.67%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Winnacle Wealth, LLC is an independent, owner-operated RIA organized as an LLC that serves individual and family clients. The firm is SEC-registered (registered in 2024) and offers financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percent-of-AUM billing alongside hourly and fixed-fee engagements. Winnacle identifies accountants and insurance companies among its professional affiliations and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds57%
Exchange Traded Equities38%
Cash & Cash Equivalents5%

Owners & executives

1 of 1

John Dwyer
President, CEOCRD 4952298

Contacts

3 of 5

Jessica Burch
FounderCRD 6541011
David Nuckols
Investment Advisor RepresentativeCRD 2983397
Phillip Castle
Co-FounderCRD 2619152

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 82

Active vs passive

$102M in ETFs

Passive

23%

$23.7M

Active

55%

$78M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)	BlackRock	Passive	Ultrashort Bond	$9.3M	92,016	9.10%

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Primary office

Waco, TX

Mclennan

Location

Waco, TX

Headquartered in Waco, TX, in the South of the United States.

Region: South
County: Mclennan
Address: 200 W State Highway 6
Time zone: CT (UTC-6)
Office locations

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