Windle Wealth
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 285653
- Registered since
- March 4, 2022
- Website
- windlewealth.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.46%
- Individuals28.31%
- Corporations / Businesses14.11%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Windle Wealth is an independent registered investment adviser that began SEC registration in 2022 and operates as a limited liability company owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Its fee model includes asset-based fees, hourly billing, and fixed-fee engagements. Windle Wealth does not identify as an ESG-focused manager and is not set up as a capital allocator or pension consultant. The firm lists an industry affiliation with an accountant.
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
- Exchange Traded Equities89%
- Cash & Cash Equivalents4%
- Other4%
- Public Funds/Mutual Funds3%
Contacts
2 of 2
Shea Brown
Junior AdvisorCRD 7922340
Donald Windle
Wealth ManagerCRD 5581610
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$306K in ETFs
100%
$306K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GRAYSCALE ETHEREUM STAKING MINI ETF (ETH) | Grayscale | Passive | Digital Assets | $167K | 11,089 | 54.39% |
Location
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 5740 Nw 132nd St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
LIG Capital Management, LLC
RIAOklahoma City, OK
Bison Capital Advisors, LLC
RIAOklahoma City, OK
Humphreys Capital, LLC
RIAOklahoma City, OK
Triton Financial Group, Inc
RIAOklahoma City, OK
Adaptation Financial Advisors Inc.
RIAOklahoma City, OK
Asset Management Advisors, LLC
RIAOklahoma City, OK