Winnacle Wealth, LLC

RIASEC Registered

Total AUM

$145M

Discretionary

$145M

100% of AUM

Avg account

$115K

Accounts

1,264

Employees

6

Advisory reps

6

Firm details

Headquarters: Waco, Texas
CRD number: 317181
Registered since: May 8, 2024
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals54.33%
HNWI45.67%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Winnacle Wealth, LLC is an independent registered investment adviser structured as an LLC and owned by an individual principal. The firm provides financial planning and portfolio management chiefly for individuals and families, billing through percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Winnacle is registered with the SEC (registration year 2024). Its business relationships include affiliations with an accounting firm and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds57%
Exchange Traded Equities38%
Cash & Cash Equivalents5%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 82

Active vs passive

$102M in ETFs

Passive

23%

$23.7M

Active

55%

$78M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)	BlackRock	Passive	Ultrashort Bond	$9.3M	92,016	9.10%

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Primary office

Waco, TX

Mclennan

Location

Waco, TX

Headquartered in Waco, TX, in the South of the United States.

Region: South
County: Mclennan
Address: 200 W State Highway 6
Time zone: CT (UTC-6)
Office locations

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