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WINDLE WEALTH
5740 Nw 132nd St.
Oklahoma City, Oklahoma 73142
Tel: 405-261-5202
About WINDLE WEALTH
WINDLE WEALTH, formally registered with the SEC as WINDLE WEALTH. The firm was established in 03/04/2022. They have over 1 offices throughout the country.
WINDLE WEALTH is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $159,265,807 assets under management, offering retirement planning & investment advisory services to 740 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285653 |
| SEC# | 801-123385 |
| Assets Managed by Firm | $159,265,807 |
| No. of Clients | 740 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 740 | $159,265,807 |
| Individuals (other than high net worth individuals) | 256 | $46,533,943 |
| High net worth individuals | 59 | $85,659,178 |
| Charitable organizations | Fewer than 5 clients | $153,374 |
| Corporations or other businesses | 6 | $26,919,312 |
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|---|---|---|---|
| $11,569,058,289 | 2265 | 50 | |
| $10,174,416,057 | 84 | 17 | |
| $6,272,435,135 | 6 | 17 | |
| $5,501,719,930 | 6518 | 59 | |
| $3,464,024,447 | 8 | 20 |
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