|
⚲
|
| Keyboard |
| van Winkle Wealth Management Group LLC
✚
|
|
|---|---|
| CRD # | 134813 |
| SEC # | 801-136331 |
| CIK # | |
| AUM | 120.8 M (2026-06-29) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 740-366-1110 |
| Address | 263 Deo Drive Newark, OH 43055 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 381 | 92.7 |
| (b) Individuals (high net worth individuals) | 11 | 27.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 792 | 120.8 |
| By Discretionary | ||
| Discretionary | 792 | 120.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 792 | 120.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.8 | |
| Total | 792 | 120.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Resnick Wealth Alliance LLC
✚
|
FL | 121.1 M |
|
West Financial Strategies Inc
✚
|
NC | 121.0 M |
|
Wellington Capital Management Inc
✚
|
120.9 M | |
|
Jbglobalcom LLC
✚
|
NY | 120.9 M |
|
Craft Asset Management LLC
✚
|
FL | 120.8 M |
|
Montchanin Asset Management LLC
✚
|
DE | 120.8 M |
|
Wright Cove Capital LLC
✚
|
ME | 120.7 M |
|
Weber Contracting LLC
✚
|
MN | 120.6 M |
|
Lotus Asset Management Limited Liability Company
✚
|
120.5 M | |
|
Tweet Management Services Inc
✚
|
CA | 120.5 M |