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Building 2WINNACLE WEALTH, LLC

Map pinWACO, TX
Phone254-776-8400
NotebookSEC #801-130201
Total AUM
$145M
Employees
6
Clients
385

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 W. HWY 6
SUITE 330
WACO
TX 76712
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
254-776-8400

ReceiptFinancials

Total AUM
$145M
Accounts
1,264
Discretionary
$145M
Accounts
1,264
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
348
AUM
$78.7M
HNW Individual Clients
37
AUM
$66.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Cause of Denial/SuspensionSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
LANDTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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