Winford Wealth, LLC
CRD 336168SEC# 801-132838
No longer SEC-registered. Winford Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$5K
Employees
3
Accounts
2
Location
—
Winford Wealth, LLC assets under management
Winford Wealth, LLC is an SEC-registered investment adviser. It reports $5,120 in regulatory assets under management and employs 3 people.
Winford Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fundaimental, Inc. | Owner | Over 75% | 2025 |
| Jacob Easton Tucker Control | Managing Member/ Cco | Under 5% | 2025 |
| Jacob Easton Tucker Control | Ceo/Board Member | 50-75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Winford Wealth, LLC manage?
Winford Wealth, LLC reports $5,120 in regulatory assets under management on its Form ADV.
How many employees does Winford Wealth, LLC have?
Winford Wealth, LLC reports 3 employees.
Does Winford Wealth, LLC disclose fund performance?
Winford Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 10:00 a.m. To 6:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$5KNo change
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$5Kregulatory AUM
Discretionary $5K