WINNACLE WEALTH, LLC
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
FINTRXOverview
Winnacle Wealth, LLC is an independent Registered Investment Adviser formed as an LLC and SEC-registered in 2024. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing plus the option for hourly and fixed fees. The firm does not identify as an active ESG investor and is not listed as a pension consultant or related adviser. Ownership is held by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities38%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1John Dwyer
President, CEOCRD 4952298
Contacts
3 of 4Steven Fleuriet
Financial AdvisorCRD 8034332
DAVID NUCKOLS
Investment Advisor RepresentativeCRD 2983397
PHILLIP CASTLE
President & OwnerCRD 2619152
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$80.6M in ETFs
22%
$17.8M
62%
$62.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $10.9M | 108,631 | 13.57% |
Location
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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