Van Winkle Wealth Management Group LLC
Van Winkle Wealth Management Group LLC is an SEC-registered mass-market adviser with $120.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Van Winkle Wealth Management Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134813, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $120.8M (2026-06-29)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 392
- CRD
- 134813
- Ownership
- VANWINKLE, BRIAN, EDWARD
How much AUM does Van Winkle Wealth Management Group LLC have?
Van Winkle Wealth Management Group LLC reported $120.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Van Winkle Wealth Management Group LLC?
Disclosed owners and executives of Van Winkle Wealth Management Group LLC include VANWINKLE, BRIAN, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.