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| Windle Wealth LLC
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|---|---|
| CRD # | 285653 |
| SEC # | 801-123385 |
| CIK # | 0001963452 |
| AUM | $251.0 M (2026-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 405-261-5202 |
| Address | 5740 NW 132nd St Oklahoma City, OK 73142 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001963452 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.3 | ||
| Johnson & Johnson | 11.0 | ||
| Apple Inc | 11.0 | ||
| Chevron Corp | 11.0 | ||
| Health Care REIT Inc /DE/ | 10.7 | ||
| AT&T Inc | 9.9 | ||
| Verizon Communications Inc | 9.8 | ||
| Consolidated Edison Inc | 9.6 | ||
| Microsoft Corp | 9.4 | ||
| Coca Cola Co | 9.4 | ||
| Altria Group Inc | 9.4 | ||
| AbbVie Inc | 9.3 | ||
| Broadcom Inc | 9.3 | ||
| Southern Co | 9.2 | ||
| McDonalds Corp | 8.6 | ||
| Illinois Tool Works Inc | 8.2 | ||
| PepsiCo Inc | 8.2 | ||
| Procter & Gamble Co | 8.0 | ||
| Realty Income Corp | 8.0 | ||
| 3M Co | 7.9 | ||
| Price T Rowe Group Inc | 7.5 | ||
| Alphabet Inc | 7.4 | ||
| Unilever PLC | 7.2 | ||
| Amazon Com Inc | 2.7 | ||
| Coinbase Global Inc | 2.1 | ||
| MercadoLibre Inc | 1.6 | ||
| Home Depot Inc | 0.9 | ||
| Palo Alto Networks Inc | 0.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 319 | 71.1 |
| (b) Individuals (high net worth individuals) | 69 | 144.3 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 11 | 35.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,022 | 251.0 |
| By Discretionary | ||
| Discretionary | 1,022 | 251.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,022 | 251.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.0 | |
| Total | 1,022 | 251.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001963452] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Talisman Wealth Advisors LLC
✚
|
NJ | 0.3 |
|
Windward Wealth Strategies Inc
✚
|
WI | 0.3 |
|
Cassia Capital Partners LLC
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NC | 0.3 |
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Peterson Wealth Management LLC
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NV | 0.3 |
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Checks & Balances Inc
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GA | 0.3 |
|
HMM Group LLC
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CA | 0.3 |
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SEEK First Inc
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|
CA | 0.3 |
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Teton Advisors LLC
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CT | 0.3 |
|
Blodgett Wealth Advisors LLC
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|
0.3 | |
|
The RUDD Company LLC
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TX | 0.3 |