Van Winkle Wealth Management Group LLC
Firm details
- Headquarters
- Newark, Ohio
- CRD number
- 134813
- Registered since
- June 4, 2026
- Website
- www.vanwinklewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals76.78%
- HNWI22.6%
- Pension & Profit Sharing Plans0.62%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Van Winkle Wealth Management Group LLC is an independent, individual-owned registered investment adviser that serves individual and family clients. The firm is organized as an LLC and registered with the SEC in 2026. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements vary by client and include asset-based fees, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and is not designated as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities33%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Brian Vanwinkle
President, CEOCRD 2316075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newark, OH
Licking
Location
Newark, OH
Headquartered in Newark, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Licking
- Address
- 263 Deo Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
The Retirement Specialist Of Central Ohio
RIANewark, OH
Gudorf Financial Group, LLC
RIADayton, OH
Western Reserve Capital Management, LLC
RIAHudson, OH
Summit Wealth Management LLC
RIAAkron, OH
Evans Wealth Management
RIAGallipolis, OH
COX & Cook Wealth Advisors
RIADublin, OH