Winnacle Wealth, LLC
● SEC registered since 2024CRD 317181SEC# 801-130201Waco, TX
Reg. AUM
$145M
Employees
6
Accounts
1,264
Location
Waco, TX
Winnacle Wealth, LLC assets under management
Winnacle Wealth, LLC is an investment advisory firm registered with the SEC based in Waco, TX. The firm has been registered since 2024. It reports $145 million in regulatory assets under management and employs 6 people.
Winnacle Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica Lynn Burch Control | Vice President | 10-25% | 2024 |
| Phillip Chad Castle Control | President And Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Winnacle Wealth, LLC manage?
Winnacle Wealth, LLC reports $145 million in regulatory assets under management on its Form ADV.
How many employees does Winnacle Wealth, LLC have?
Winnacle Wealth, LLC reports 6 employees.
Where is Winnacle Wealth, LLC located?
Winnacle Wealth, LLC is based in Waco, TX and has been SEC-registered since 2024.
Does Winnacle Wealth, LLC disclose fund performance?
Winnacle Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 W. Hwy 6, Suite 330, Waco, TX 76712 |
| Phone | 254-776-8400 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$145M▲ 44%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$145Mregulatory AUM
Discretionary $145M