|
⚲
|
| Winnacle Wealth LLC
✚
|
|
|---|---|
| CRD # | 317181 |
| SEC # | 801-130201 |
| CIK # | |
| AUM | $145.0 M (2026-05-27) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 254-776-8400 |
| Address | 200 W Hwy 6 Waco, TX 76712 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 348 | 78.7 |
| (b) Individuals (high net worth individuals) | 37 | 66.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,264 | 145.0 |
| By Discretionary | ||
| Discretionary | 1,264 | 145.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,264 | 145.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.0 | |
| Total | 1,264 | 145.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stapp Wealth Management PLLC
✚
|
WA | 0.1 |
|
GCI Financial Group Inc
✚
|
NJ | 0.1 |
|
Concord Atlantic Inc
✚
|
0.1 | |
|
South Cove Financial LLC
✚
|
0.1 | |
|
BFI Wealth Solutions LLC
✚
|
TX | 0.1 |
|
Sierra Financial Advisory Incorporated
✚
|
0.1 | |
|
Davis Davis and Conover Wealth Management LLC
✚
|
TN | 0.1 |
|
Betro Mileszko & Company LLC
✚
|
MA | 0.1 |
|
Wagner Financial LLC
✚
|
OR | 0.1 |
|
Ean Equity Financial Services LLC
✚
|
0.1 |