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Windle Wealth LLC
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CRD # | 285653 |
SEC # | 801-123385 |
CIK # | 0001963452 |
AUM | $159.3 MM (2024-03-29) |
Employees | 2 (50% Investors, 0% Brokers) |
Phone | 405-261-5202 |
Address | 5740 NW 132nd St Oklahoma City, OK 73142 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 9.9 | |
AAPL | 2,382,844.0 | 9.4 | |
MSFT | 1,918,222.4 | 8.8 | |
PG | 338,108.9 | 7.4 | |
WELL | 37,624.8 | 7.2 | |
T | 147,547.0 | 7.1 | |
UL | 115,645.2 | 7.1 | |
SO | 75,035.5 | 6.8 | |
MO | 78,198.0 | 6.8 | |
MMM | 74,165.4 | 6.7 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 256 | 46.5 |
(b) Individuals (high net worth individuals) | 59 | 85.7 |
(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 | 0.0 |
(h) Charitable organizations | 0 | 0.2 |
(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 | 6 | 26.9 |
(n) Other | 0 | 0.0 |
Total | 740 | 159.3 |
By Discretionary | ||
Discretionary | 740 | 159.3 |
Non-Discretionary | 0 | 0.0 |
Total | 740 | 159.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 159.3 | |
Total | 740 | 159.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001963452] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Barker Wealth Management LLC
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|
WA | 0.2 |
Wisniewski Wealth Management LLC
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TX | 0.2 |
Prospect Financial Group LLC
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VA | 0.2 |
Forest Capital Operating Company LLC
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NC | 0.2 |
Namtaf Advisors LLC
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NC | 0.2 |
D'Arcy Capital Management LLC
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|
CA | 0.2 |
BLVD Private Wealth LLC
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|
KY | 0.2 |
Pinnacle Wealth Management LLC
✚
|
CA | 0.2 |
Personal Choice Financial Advisors LLC
✚
|
OH | 0.2 |
Core Financial Advisors LLC
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|
CA | 0.2 |