# Windle Wealth

> Windle Wealth is an SEC-registered investment advisory firm in Oklahoma City, OK, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 285653
- Filed as: WINDLE WEALTH
- Legal name: Windle Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285653
- AdvisorCensus page: https://advisorcensus.com/firm/windle-wealth-oklahoma-city-ok-285653

## Quick answers

**How is Windle Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Windle Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Windle Wealth's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Windle Wealth located?**
Windle Wealth's principal office is in Oklahoma City, OK, according to its Form ADV.

**Is Windle Wealth registered with the SEC or a state?**
Windle Wealth is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 285653.

**How much does Windle Wealth manage?**
Windle Wealth reports $251,046,200 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Windle Wealth's assets and staff changed since 2022?**
In the Form ADV data for Windle Wealth: Regulatory assets under management: $133,262,616 in the October 2022 data and $251,046,200 in the October 2026 data, up 88%. Total employees: 1 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Windle Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (319); high net worth individuals (69); corporations or other businesses not listed above (11).

**Which custodians does Windle Wealth use?**
Windle Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Windle Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285653

**What changed in Windle Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $207,756,385 to $251,046,200 (+21%). Registered or notice-filed in CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 0.5% of assets a year

> The rate for pension consulting services is 0.50% of the plan assets for which Windle Wealth is providing such consulting services. These fees are negotiable.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $251,046,200
- Discretionary: $251,046,200
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 319 | $71,071,997 |
| High net worth individuals | 69 | $144,262,900 |
| Charitable organizations | Fewer than 5 | $288,569 |
| Corporations or other businesses not listed above | 11 | $35,422,734 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, CO, FL, KS, LA, MO, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- windlewealth.com
- Facebook @WINDLEWEALTH
- Instagram @WINDLEWEALTH
- LinkedIn @WINDLEWEALTH
- Threads @windlewealth
- TikTok @windlewealth
- X @WINDLEWEALTH
- YouTube @windlewealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $133,262,616 | 1 | April 29, 2022 |
| October 2023 | $140,648,523 | 1 | March 30, 2023 |
| October 2024 | $159,265,807 | 2 | September 4, 2024 |
| October 2025 | $207,756,385 | 2 | March 31, 2025 |
| October 2026 | $251,046,200 | 3 | March 30, 2026 |

Regulatory assets under management: $133,262,616 in the October 2022 data and $251,046,200 in the October 2026 data, up 88%.
Total employees: 1 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $207,756,385 to $251,046,200 (+21%).
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Windle Wealth (CRD 285653): Form ADV filing data as of October 2026.