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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINDLE, DONALD, RAY | I | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 11, 2025 REGISTERED
Notice Filings (8)
AL AR FL KS LA MO OK TX
Address
5740 NW 132ND ST.OKLAHOMA CITY, OK 73142
United States
Phone: 405-261-5202