{
  "crd_number": 119355,
  "slug": "wynn-capital-management-llc-santa-cruz-ca-119355",
  "primary_business_name": "WYNN CAPITAL MANAGEMENT, LLC",
  "legal_name": "WYNN CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Santa Cruz",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "42100",
  "metro": {
    "cbsa_code": "42100",
    "common_name": "Santa Cruz",
    "msa_name": "Santa Cruz-Watsonville, CA",
    "path": "/advisors/ca/santa-cruz"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-23",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 102011468.0,
  "raum_discretionary": 102011468.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 16562720.0,
      "count": 48
    },
    "high_net_worth_individuals": {
      "raum": 85448748.0,
      "count": 41
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://facebook.com/WYNNCAPITALLLC",
    "https://linkedin.com/FEED",
    "https://wynncapital.com",
    "https://youtube.com/CHANNEL/UCA_YMIXD7ZPEVFTAT2_NZNA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119355",
  "city_as_filed": "SANTA CRUZ",
  "url": "https://advisorcensus.com/firm/wynn-capital-management-llc-santa-cruz-ca-119355",
  "display_name": "Wynn Capital Management, LLC",
  "summary": "Wynn Capital Management, LLC is an SEC-registered investment advisory firm in Santa Cruz, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Wynn Capital Management, LLC (CRD 119355): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Wynn Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wynn Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Wynn Capital Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 states: Hourly rate: $100 to $300 an hour (financial planning only or additional professional or consulting service). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wynn Capital Management, LLC located?",
      "a": "Wynn Capital Management, LLC's principal office is in Santa Cruz, CA, according to its Form ADV."
    },
    {
      "q": "Is Wynn Capital Management, LLC registered with the SEC or a state?",
      "a": "Wynn Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 119355."
    },
    {
      "q": "How much does Wynn Capital Management, LLC manage?",
      "a": "Wynn Capital Management, LLC reports $102,011,468 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Wynn Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (41)."
    },
    {
      "q": "Does Wynn Capital Management, LLC report any disciplinary disclosures?",
      "a": "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/119355"
    },
    {
      "q": "Does Wynn Capital Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 says: \"WCM does not impose a minimum account size.\""
    },
    {
      "q": "What changed in Wynn Capital Management, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $300 an hour (financial planning only or additional professional or consulting service)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "WCM does not impose a minimum account size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $300 an hour (financial planning only or additional professional or consulting service)"
        ],
        "quotes": [
          "Planning fees are negotiable but generally range from $100 to $300 per hour depending on the complexity of the service and the professional or consulting service required."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 300.0,
          "period": "hour",
          "service": "financial planning only or additional professional or consulting service"
        }
      ]
    },
    "quotes": [
      "WCM does not impose a minimum account size.",
      "Planning fees are negotiable but generally range from $100 to $300 per hour depending on the complexity of the service and the professional or consulting service required."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wynn-capital-management-llc-santa-cruz-ca-119355.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 48,
      "fewer_than_5": false,
      "raum": 16562720.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 41,
      "fewer_than_5": false,
      "raum": 85448748.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119355",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}