WYNN CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SANTA CRUZ, California
- CRD number
- 119355
- Registered since
- April 23, 2026
- Website
- wynncapital.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83.76%
- Individuals16.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wynn Capital Management, LLC operates as an independent registered investment adviser focused on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging clients both a percentage of assets under management and hourly fees. Wynn Capital does not identify as an active ESG investor, does not serve as a capital allocator or pension consultant, and is structured as a limited liability company with individual ownership. Investment activity centers on publicly available pooled vehicles as the primary building blocks for client portfolios, supplemented by selective use of third-party alternative managers. The firm’s approach appears geared toward core-and-complement portfolios: mutual funds and public funds form the bulk of assets, while hedge funds and real estate allocations are used selectively to diversify return streams and reduce correlation to traditional equity and bond exposures.
Assets & Accounts
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 Funds87%
- Other6%
- Exchange Traded Equities4%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1THOMAS WYNN
CEOCRD 2322640
Contacts
1 of 1Susan Landry
Lead AdvisorCRD 7383795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA CRUZ, CA
SANTA CRUZ
Location
SANTA CRUZ, CA
Headquartered in SANTA CRUZ, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CRUZ
- Address
- 101 Cooper St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
NATURAL BRIDGES FINANCIAL ADVISORS
RIASANTA CRUZ, CA
WILDFLOWER FINANCIAL LLC
RIASANTA CRUZ, CA
FULLGUARDS FINANCIAL
RIASANTA CRUZ, CA
TRUE FIDUCIARY CAPITAL, LLC
RIAEL CAJON, CA
SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.
RIASAN RAMON, CA
RYLANDER RICHTER
RIAEL SEGUNDO, CA