Overview
Assets Under Management: $208 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 63
Average Client Assets: $2 million
Frequently Asked Questions
WINDLE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285653), WINDLE WEALTH is subject to fiduciary duty under federal law.
WINDLE WEALTH is headquartered in OKLAHOMA CITY, OK.
WINDLE WEALTH serves 63 high-net-worth clients according to their SEC filing dated November 11, 2025. View client details ↓
According to their SEC Form ADV, WINDLE WEALTH offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WINDLE WEALTH manages $208 million in client assets according to their SEC filing dated November 11, 2025.
According to their SEC Form ADV, WINDLE WEALTH serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 850
Discretionary Accounts: 850
Regulatory Filings
CRD Number: 285653
Filing ID: 2025889
Last Filing Date: 2025-11-11 14:38:56
Website: 0