OKLAHOMA CITY, OKCRD 285653Latest ADV March 30, 2026
Windle Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated March 30, 2026, reports $251M in regulatory assets under management, 3 employees, and 1,022 accounts.
Assets Under Management
$251M
Employees
3
Offices
--
Total Clients
399
Primary office
OKLAHOMA CITY, OK
5740 NW 132ND ST., OKLAHOMA CITY, OK, United States
Top client segmentIndividuals represent 79.9% of total clients.
Top client categories% of clientsClients
1
Individuals
79.9%
319
2
HNWI
17.3%
69
3
Corporations
2.8%
11
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$251Mas of March 30, 2026
Discretionary100.0%
$251M
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$251M
Total Accounts1,022
10Y AUM Change+$118M (+88.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee133:1
10Y Employee Change+2 (+200.0%)
* 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.