Windle Wealth

Windle Wealth (CRD# 285653) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $159,265,807 in 740 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
5740 Nw 132nd St., Oklahoma City, OK 73142
https://www.instagram.com/windlewealth
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    740
    ACCOUNTS
  • Average Account Value
    $215,224
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, KS, LA, MO, OK, TX

Financial Advisors at Windle Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Donald Windle, financial advisor Oklahoma City OK
Donald R. Windle
CRD#: 5581610
5740 Nw 132nd St., Oklahoma City, OK 73142

Donald Windle (CRD# 5581610) is an Investment Advisor Representative working at Windle Wealth in Oklahoma City, OK and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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