VAN WINKLE WEALTH MANAGEMENT GROUP LLC

Overview

Van Winkle Wealth Management Group LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges a mix of fee structures — percentage of AUM, hourly and fixed fees — and does not position itself as a capital allocator or pension consultant. It reports SEC registration in 2026, is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices