# Winder Wealth Management LLC

> Winder Wealth Management LLC is a state-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 21, 2024.

- CRD: 324342
- Filed as: WINDER WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Nevada
- Filing period: October 2026
- Form ADV filing dated: March 21, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324342
- AdvisorCensus page: https://advisorcensus.com/firm/winder-wealth-management-llc-324342

## Quick answers

**How is Winder Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Winder Wealth Management LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Winder Wealth Management LLC registered with the SEC or a state?**
Winder Wealth Management LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324342.

**Does Winder Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324342

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- winderwealthmanagement.com
- Instagram @winderwealthmanagement
- Facebook @WinderWealthManagement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Winder Wealth Management LLC (CRD 324342): Form ADV filing data as of October 2026.