|
⚲
|
| Wynn Capital Management LLC
✚
|
|
|---|---|
| CRD # | 119355 |
| SEC # | 801-135896 |
| CIK # | 0002009900 |
| AUM | $102.0 M (2026-03-31) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 831-600-7326 |
| Address | 101 Cooper Street Santa Cruz, CA 95060 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 16.6 |
| (b) Individuals (high net worth individuals) | 41 | 85.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 273 | 102.0 |
| By Discretionary | ||
| Discretionary | 273 | 102.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 273 | 102.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.0 | |
| Total | 273 | 102.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009900] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Templer Wealth Management LLC
✚
|
VA | 0.1 |
|
Needham R B Advisory Corp
✚
|
MA | 0.1 |
|
Capstone Wealth Advisors LLC
✚
|
OR | 0.1 |
|
Domestique Capital LLC
✚
|
0.1 | |
|
BHC Wealth Management LLC
✚
|
CO | 0.1 |
|
Sanctuary Financial Planning LLC
✚
|
0.1 | |
|
Sound Legacy Wealth Advisors LLC
✚
|
0.1 | |
|
Endurance Financial Planning LLC
✚
|
TX | 0.1 |
|
Wells Global Investment Advisers LLC
✚
|
FL | 0.1 |
|
Rock Creek Wealth Management LLC
✚
|
OR | 0.1 |