WINDLE WEALTH, LLC
Legal name: WINDLE WEALTH
CRD #285653 SEC #801-123385 OKLAHOMA CITY, OK 405-261-5202
SEC Registered
Total AUM
$207.8M
Discretionary
$207.8M
Employees
2
Clients
1
Accounts
850
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $207.8M | $207.8M | $0 | 2 | 0 |
| Mar 2025 | $207.8M | $207.8M | $0 | 2 | 0 |
| Dec 2024 | $159.3M | $159.3M | $0 | 2 | 0 |
| Sep 2024 | $159.3M | $159.3M | $0 | 2 | 0 |
| Apr 2024 | $159.3M | $159.3M | $0 | 2 | 0 |
| Mar 2024 | $159.3M | $159.3M | $0 | 2 | 0 |
| Mar 2023 | $140.6M | $140.1M | $548.7K | 1 | 5 |
| Nov 2022 | $133.3M | $118.9M | $14.4M | 1 | 0 |
| Apr 2022 | $133.3M | $118.9M | $14.4M | 1 | 0 |
| Apr 2022 | $133.3M | $118.9M | $14.4M | 1 | 0 |
| Apr 2022 | $133.3M | $118.9M | $14.4M | 1 | 0 |
| Feb 2022 | $133.3M | $118.9M | $14.4M | 1 | 0 |
| Feb 2022 | $133.3M | $118.9M | $14.4M | 1 | 0 |
| Feb 2022 | $133.3M | $118.9M | $14.4M | 1 | 0 |
DateNov 2025
Total AUM$207.8M
Discretionary$207.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$207.8M
Discretionary$207.8M
Non-Disc.$0
Employees2
Clients0
DateDec 2024
Total AUM$159.3M
Discretionary$159.3M
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$159.3M
Discretionary$159.3M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$159.3M
Discretionary$159.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$159.3M
Discretionary$159.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$140.6M
Discretionary$140.1M
Non-Disc.$548.7K
Employees1
Clients5
DateNov 2022
Total AUM$133.3M
Discretionary$118.9M
Non-Disc.$14.4M
Employees1
Clients0
DateApr 2022
Total AUM$133.3M
Discretionary$118.9M
Non-Disc.$14.4M
Employees1
Clients0
DateApr 2022
Total AUM$133.3M
Discretionary$118.9M
Non-Disc.$14.4M
Employees1
Clients0
DateApr 2022
Total AUM$133.3M
Discretionary$118.9M
Non-Disc.$14.4M
Employees1
Clients0
DateFeb 2022
Total AUM$133.3M
Discretionary$118.9M
Non-Disc.$14.4M
Employees1
Clients0
DateFeb 2022
Total AUM$133.3M
Discretionary$118.9M
Non-Disc.$14.4M
Employees1
Clients0
DateFeb 2022
Total AUM$133.3M
Discretionary$118.9M
Non-Disc.$14.4M
Employees1
Clients0