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VAN WINKLE WEALTH MANAGEMENT GROUP LLC

NEWARK, OH · CRD 134813 · IAPD ↗ · vanwinklewealth.com · 740-366-1110

$120.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — VAN WINKLE WEALTH MANAGEMENT GROUP LLC (NEWARK, OH) is newly SEC-registered with $120.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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