Van Winkle Wealth Management Group LLC

Van Winkle Wealth Management Group LLC (CRD# 134813) is a financial advisory firm headquartered in Newark, OH. They manage $6,279,204 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $74,752
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Van Winkle Wealth Management Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian E. Vanwinkle
CRD#: 2316075
263 Deo Drive, Newark, OH 43055
58
Wealthminder
score

Brian Vanwinkle (CRD# 2316075) is an Investment Advisor Representative working at Van Winkle Wealth Management Group LLC in Newark, OH and has over 23 years of experience in the finance industry.

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