Wynn Capital Management, LLC

Wynn Capital Management, LLC (CRD# 119355) is a financial advisory firm headquartered in Santa Cruz, CA. They manage $40,484,184 in 95 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $426,149
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, TX

Financial Advisors at Wynn Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John M. Wynn
CRD#: 3115610
Lafayette, CA
93
Wealthminder
score

John Wynn (CRD# 3115610) is an Investment Advisor Representative working at Wynn Capital Management, LLC in Lafayette, CA and has over 15 years of experience in the finance industry.

2
Thomas M. Wynn
CRD#: 2322640
101 Cooper St, Santa Cruz, CA 95060
93
Wealthminder
score

Thomas Wynn (CRD# 2322640) is an Investment Advisor Representative working at Wynn Capital Management, LLC in Santa Cruz, CA and has over 14 years of experience in the finance industry.

3
Christopher V. Sheehy
CRD#: 5264526
101 Cooper Street, Santa Cruz, CA 95060
90
Wealthminder
score

Christopher Sheehy (CRD# 5264526) is an Investment Advisor Representative working at Wynn Capital Management, LLC in Santa Cruz, CA and has over 4 years of experience in the finance industry.

4
Jason E. Draut
CRD#: 6357125
101 Cooper Street, Santa Cruz, CA 95060
89
Wealthminder
score

Jason Draut (CRD# 6357125) is an Investment Advisor Representative working at Wynn Capital Management, LLC in Santa Cruz, CA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.