Overview
Assets Under Management: $145 million
Headquarters: WACO, TX
High-Net-Worth Clients: 37
Average Client Assets: $1.8 million
Frequently Asked Questions
WINNOW WEALTH, LLC 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 #317181), WINNOW WEALTH, LLC is subject to fiduciary duty under federal law.
WINNOW WEALTH, LLC is headquartered in WACO, TX.
WINNOW WEALTH, LLC serves 37 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, WINNOW WEALTH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WINNOW WEALTH, LLC manages $145 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, WINNOW WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.67%
Average Client Assets: $1.8 million
Total Client Accounts: 1,264
Discretionary Accounts: 1,264
Regulatory Filings
CRD Number: 317181
Filing ID: 2079752
Last Filing Date: 2026-03-23 16:10:03