Windle Wealth LLC

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Assets, Funds, Holdings

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Windle Wealth LLC
CRD #285653
SEC #801-123385
CIK #0001963452
AUM $159.3 MM (2024-03-29)
Employees 2 (50% Investors, 0% Brokers)
Phone405-261-5202
Address5740 NW 132nd St
Oklahoma City, OK 73142
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
16012896643202009201420192025
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 ($MM)
170136102683402021202220232025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001963452]
Comparable Firms State AUM ($BB)
Barker Wealth Management LLC
WA 0.2
Wisniewski Wealth Management LLC
TX 0.2
Prospect Financial Group LLC
VA 0.2
Forest Capital Operating Company LLC
NC 0.2
Namtaf Advisors LLC
NC 0.2
D'Arcy Capital Management LLC
CA 0.2
BLVD Private Wealth LLC
KY 0.2
Pinnacle Wealth Management LLC
CA 0.2
Personal Choice Financial Advisors LLC
OH 0.2
Core Financial Advisors LLC
CA 0.2
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