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WINDLE WEALTH

OKLAHOMA CITY, OK · CRD 285653 · IAPD ↗ · 405-261-5202

$251.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — WINDLE WEALTH notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — WINDLE WEALTH reported RAUM up 30% ($159.3M -> $207.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
January 2025 — WINDLE WEALTH notice-filed in AL, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
May 2024 — WINDLE WEALTH now reports custody of client assets ($24.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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