# Windle Wealth

Windle Wealth is a Bank / Wealth / Trust based in Oklahoma City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oklahoma City, United States
- **Region:** North America
- **Address:** Oklahoma City, OK, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** windlewealth.com
- **LinkedIn:** https://www.linkedin.com/company/windlewealth

## Regulatory record

- **CRD number:** 285653
- **SEC file number:** 801-123385
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285653

## About

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.

## 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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- [Windcroft Financial Counsel](https://altss.com/profile/windcroft-financial-counsel)
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Last updated: 2026-06-03T20:00:00.000Z

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