SANTA CRUZ, CACRD 119355Registration Status: ApprovedEffective since April 23, 2026Latest ADV March 31, 2026
Wynn Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Cruz, CA. Its latest Form ADV filing, dated March 31, 2026, reports $102M in regulatory assets under management, 3 employees, and 273 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.9% of total clients.
Top client categories% of clientsClients
1
Individuals
53.9%
48
2
HNWI
46.1%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$102Mas of March 31, 2026
Discretionary100.0%
$102M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$102M
Total Accounts273
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee30:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.