Windle Wealth
18yrs
More experience than 56% of advisors nationwide
Windle Wealth
Oklahoma City, OK. Legal name: Windle Wealth, LLC
About the firm
A registered investment advisory firm based in Oklahoma City, Oklahoma. It manages about $251 million for roughly 388 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$554,987
Assets under management ?$251 million
Individual clients388
Median years of experience10
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Advisors at Windle Wealth
2Advisors
10Median years of experience
1States with offices
–Offices
Also known as
Windle Wealth, LLC
About Windle Wealth
How do I contact Windle Wealth?
Call the main office at (405) 261-5202. The main office is at 5740 NW 132nd St., Oklahoma City, OK 73142.
How is Windle Wealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Windle Wealth offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Other services.
How many advisors work at Windle Wealth?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.