Falists
← Back to search

WYNN CAPITAL MANAGEMENT, LLC

CRD 119355 · SEC 801-135896

Visit website

101 COOPER STREET, SANTA CRUZ, CA, 95060, United States

Phone

831.600.7326

Fax

815.301.1838

Registration

— (—)

Source

State registered

Total AUM

$102.0M

Discretionary AUM

$102.0M

Team

3 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)CONSULTING

Client types

TypeClientsAUM
Individuals48$16.6M
High net worth individuals41$85.4M

All web addresses on file

Official SEC filing: View on IAPD