PAUL WINKLER, INC.
CRD #119342 SEC #801-128081 GOODLETTSVILLE, TN 615-851-1950
SEC Registered Disclosures
Total AUM
$1.2B
Discretionary
$0
Employees
22
Clients
--
Accounts
2,559
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.2B | $0 | $1.2B | 22 | 22 |
| Aug 2025 | $1.2B | $0 | $1.2B | 22 | 22 |
| Jul 2025 | $1.2B | $0 | $1.2B | 22 | 22 |
| Mar 2025 | $1.2B | $0 | $1.2B | 22 | 22 |
| Mar 2025 | $284M | $284M | $0 | 23 | 50 |
| Feb 2025 | $284M | $284M | $0 | 23 | 50 |
| Oct 2024 | $284M | $284M | $0 | 23 | 50 |
| May 2024 | $284M | $284M | $0 | 23 | 50 |
| Mar 2024 | $284M | $284M | $0 | 23 | 50 |
| Sep 2023 | $923.6M | $0 | $923.6M | 19 | 50 |
| Aug 2023 | $923.6M | $0 | $923.6M | 19 | 50 |
| Aug 2023 | $923.6M | $0 | $923.6M | 19 | 50 |
| Jun 2023 | $923.6M | $0 | $923.6M | 19 | 50 |
| Jun 2023 | $923.6M | $0 | $923.6M | 19 | 50 |
| Jun 2023 | $923.6M | $0 | $923.6M | 19 | 50 |
| May 2023 | $923.6M | $0 | $923.6M | 19 | 50 |
| May 2023 | $923.6M | $0 | $923.6M | 19 | 50 |
DateDec 2025
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees22
Clients22
DateAug 2025
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees22
Clients22
DateJul 2025
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees22
Clients22
DateMar 2025
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees22
Clients22
DateMar 2025
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees23
Clients50
DateFeb 2025
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees23
Clients50
DateOct 2024
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees23
Clients50
DateMay 2024
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees23
Clients50
DateMar 2024
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees23
Clients50
DateSep 2023
Total AUM$923.6M
Discretionary$0
Non-Disc.$923.6M
Employees19
Clients50
DateAug 2023
Total AUM$923.6M
Discretionary$0
Non-Disc.$923.6M
Employees19
Clients50
DateAug 2023
Total AUM$923.6M
Discretionary$0
Non-Disc.$923.6M
Employees19
Clients50
DateJun 2023
Total AUM$923.6M
Discretionary$0
Non-Disc.$923.6M
Employees19
Clients50
DateJun 2023
Total AUM$923.6M
Discretionary$0
Non-Disc.$923.6M
Employees19
Clients50
DateJun 2023
Total AUM$923.6M
Discretionary$0
Non-Disc.$923.6M
Employees19
Clients50
DateMay 2023
Total AUM$923.6M
Discretionary$0
Non-Disc.$923.6M
Employees19
Clients50
DateMay 2023
Total AUM$923.6M
Discretionary$0
Non-Disc.$923.6M
Employees19
Clients50