LP Profile

Windle Wealth

Also known as windle wealth

Wealth ManagerOklahoma City, United StatesFounded 2014
Oklahoma City
Headquarters
Investment Focus

About Windle Wealth

We are a fiduciary firm that puts you and your family's financial well-being first by offering simplified wealth management to help you create a stronger plan.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Windle Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$251.0M
Total Clients
1,022
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Windle Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Windle Wealth?

Windle Wealth is a wealth manager based in Oklahoma City, United States.

Where is Windle Wealth headquartered?

Windle Wealth is headquartered in Oklahoma City, United States.

When was Windle Wealth founded?

Windle Wealth was founded in 2014.

How can I contact Windle Wealth?

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