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WINDLE WEALTH
OKLAHOMA CITY, OK
405-261-5202
SEC #801-123385Total AUM
$251M
Employees
3Clients
400Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5740 NW 132ND ST.
OKLAHOMA CITY
OK 73142
United States
OKLAHOMA CITY
OK 73142
United States
Operating Hours
M-T, 830AM TO 430PM AND FRIDAY 830AM - NOON
M-T, 830AM TO 430PM AND FRIDAY 830AM - NOON
M-T, 830AM TO 430PM AND FRIDAY 830AM - NOON
Phone
405-261-5202
Financials
Total AUM
$251M
Accounts
1,022Discretionary
$251M
Accounts
1,022Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
319AUM
$71.1M
HNW Individual Clients
69AUM
$144.3M
Charitable Organization Clients
1AUM
$288.6K
Corporation or Business Clients
11AUM
$35.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARCOFLKSLAMOOKTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.