Windle Wealth
Windle Wealth is an SEC-registered mass-market adviser in Oklahoma City, OK with $251.0M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Windle Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285653, SEC 801-123385, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $251.0M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Oklahoma City, OK
- Employees
- 3
- Clients
- 399
- CRD
- 285653
- Ownership
- WINDLE, DONALD, RAY
How much AUM does Windle Wealth have?
Windle Wealth reported $251.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Windle Wealth?
Disclosed owners and executives of Windle Wealth include WINDLE, DONALD, RAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.