# Winnacle Wealth

Winnacle Wealth is a RIA based in Waco.

## Overview

- **Organization type:** RIA
- **Headquarters:** Waco
- **Assets under management:** Undisclosed
- **Website:** winnaclewealth.com

## Regulatory record

- **CRD number:** 317181
- **SEC file number:** 801-130201
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317181

## About

Winnacle Wealth is a locally owned, independent investment advisor firm in Central Texas. Its practice is built on financial planning, tax planning, and investment management, with values rooted in faith, family, and simplicity. Services are organized into Plan, Invest, and Protect, including retirement income planning, equity compensation planning, and estate planning.

## People

- Chad Castle — RICP, ChFC — Co-Founder
- Jessica Burch — MBA, CFP — Co-Founder
- Steven Fleuriet — Planning — Compliance & Marketing
- Samantha Ocanas — Operations & Medicare Planning

## Questions

### Does Winnacle Wealth participate in fund commitments or direct deals?

No public records document any fund commitments, direct investments, or co-investment transactions by Winnacle Wealth. The firm's investment activity is entirely private. Its participation in any deal structures cannot be verified.

## Related profiles

- [Worthview Capital Management LLC](https://altss.com/profile/worthview-capital-management-llc)
- [Gassman Financial LLC](https://altss.com/profile/gassman-financial-llc)

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Last updated: 2026-08-11T15:08:32.892Z

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