Overview
Assets Under Management: $102 million
Headquarters: SANTA CRUZ, CA
High-Net-Worth Clients: 41
Average Client Assets: $2.1 million
Frequently Asked Questions
WYNN CAPITAL MANAGEMENT, 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 #119355), WYNN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WYNN CAPITAL MANAGEMENT, LLC is headquartered in SANTA CRUZ, CA.
WYNN CAPITAL MANAGEMENT, LLC serves 41 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, WYNN CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WYNN CAPITAL MANAGEMENT, LLC manages $102 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, WYNN CAPITAL MANAGEMENT, 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: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.76%
Average Client Assets: $2.1 million
Total Client Accounts: 273
Discretionary Accounts: 273
Regulatory Filings
CRD Number: 119355
Filing ID: 2088922
Last Filing Date: 2026-03-31 11:21:37