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WINDLE WEALTH
WINDLE WEALTH, LLC
CRD 285653 · SEC 801-123385
5740 NW 132ND ST., OKLAHOMA CITY, OK, 73142, United States
Phone
405-261-5202
Fax
405-261-5204
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.0M
Discretionary AUM
$251.0M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 319 | $71.1M |
| High net worth individuals | 69 | $144.3M |
| Corporations/business entities | 11 | $35.4M |
States served
AL, AR, CO, KS, LA, OK, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD