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Windle Wealth
Windle Wealth is an SEC-registered investment adviser in Oklahoma City, OK, registered since 2022. The firm manages approximately $251 million in regulatory...
Overview
Windle Wealth is an SEC-registered investment adviser in Oklahoma City, OK, registered since 2022. The firm manages approximately $251 million in regulatory assets. It has 3 employees and 2 investment advisers. WINDLE WEALTH was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-30, it reported 3 employees; 1,022 advisory accounts; services including Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Oklahoma City
Corporate office
Oklahoma City, OK, United States
Frequently asked questions
What services does Windle Wealth offer?
Windle Wealth provides financial planning, investment management, and retirement advisory services as a registered investment advisor. The firm operates on a fiduciary basis, meaning it is legally obligated to act in its clients' best interests. Its service model centers on individualized portfolio construction for private clients rather than institutional asset management or pooled investment vehicles.
Does Windle Wealth manage institutional capital or offer alternative investments?
No. Based on its public positioning and regulatory profile, Windle Wealth focuses on private wealth management for individuals and families rather than institutional separate accounts or commingled alternative funds. The firm does not advertise private equity, venture capital, hedge fund, or direct real estate investment capabilities.
What is Windle Wealth's geographic footprint?
Windle Wealth operates from a single office in Oklahoma City, Oklahoma. It serves clients in the surrounding metropolitan area and broader Oklahoma market. There is no public evidence of additional offices, out-of-state registrations, or a multi-jurisdictional footprint.
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