Wnnw Wealth
Wnnw Wealth is an SEC-registered mass-market adviser in Waco, TX with $145.0M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Wnnw Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317181, SEC 801-130201, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $145.0M (2026-05-27)
- Firm type
- Mass-Market Adviser
- Location
- Waco, TX
- Employees
- 6
- Clients
- 385
- CRD
- 317181
- Ownership
- CASTLE, PHILLIP, CHAD; BURCH, JESSICA, LYNN
How much AUM does Wnnw Wealth have?
Wnnw Wealth reported $145.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Wnnw Wealth?
Disclosed owners and executives of Wnnw Wealth include CASTLE, PHILLIP, CHAD, BURCH, JESSICA, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.