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WINNACLE WEALTH, LLC
CRD 317181 · SEC 801-130201
200 W. HWY 6, SUITE 330, WACO, TX, 76712, United States
Phone
254-776-8400
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$145.0M
Discretionary AUM
$145.0M
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 348 | $78.7M |
| High net worth individuals | 37 | $66.2M |
States served
LA, ND, TX
All web addresses on file
Official SEC filing: View on IAPD