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WINNACLE WEALTH, LLC

WACO, TX · CRD 317181 · IAPD ↗ · winnaclewealth.com · 254-776-8400

$145.0MRegulatory AUM
5Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
3States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2026 — WNNW WEALTH is now doing business as WINNACLE WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2026 — WINNOW WEALTH, LLC is now doing business as WNNW WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
42
January 2026 — WINNOW WEALTH, LLC notice-filed in ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
January 2025 — WINNOW WEALTH, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
January 2025 — WINNOW WEALTH, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
June 2024 — WINNOW WEALTH, LLC (WACO, TX) is newly SEC-registered with $101.0M RAUM and 3 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.