Windle Wealth, LLC
● SEC registered since 2022CRD 285653SEC# 801-123385Oklahoma City, OK
Reg. AUM
$251M
Employees
3
Accounts
1,022
Location
Oklahoma City, OK
Windle Wealth, LLC assets under management
Windle Wealth, LLC is an investment advisory firm registered with the SEC based in Oklahoma City, OK. The firm has been registered since 2022. It reports $251 million in regulatory assets under management and employs 3 people.
Windle Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Ray Windle Control | Wealth Manager And Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Windle Wealth, LLC manage?
Windle Wealth, LLC reports $251 million in regulatory assets under management on its Form ADV.
How many employees does Windle Wealth, LLC have?
Windle Wealth, LLC reports 3 employees.
Where is Windle Wealth, LLC located?
Windle Wealth, LLC is based in Oklahoma City, OK and has been SEC-registered since 2022.
Does Windle Wealth, LLC disclose fund performance?
Windle Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5740 NW 132nd St., Oklahoma City, OK 73142 |
| Phone | 405-261-5202 |
| Fax | 405-261-5204 |
| Office hours | M-T, 830a.m. To 430p.m. And Friday 830a.m. - Noon |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$251M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$251Mregulatory AUM
Discretionary $251M