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PAUL WINKLER, INC.

GOODLETTSVILLE, TN · CRD 119342 · IAPD ↗ · 615-851-1950

$1.28BRegulatory AUM
14Advisory reps
22Employees
22Clients
More than 500Planning clients
0Private funds
27States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
December 2025 — PAUL WINKLER, INC. added office(s): 10 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — PAUL WINKLER, INC. crossed $1B in regulatory AUM ($284.0M -> $1.17B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
April 2024 — PAUL WINKLER, INC. reported RAUM down 69% ($923.6M -> $284.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2024 — PAUL WINKLER, INC. added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — PAUL WINKLER, INC. notice-filed in CO, CT, IL, MD, ME, MO, NE, NY, PA, SC, UT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.