WINNOW WEALTH, LLC
CRD #317181 SEC #801-130201 WACO, TX 254-776-8400
SEC Registered Disclosures
Total AUM
$123M
Discretionary
$115.8M
Employees
6
Clients
1
Accounts
370
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $123M | $115.8M | $7.2M | 6 | 0 |
| Oct 2025 | $123M | $115.8M | $7.2M | 6 | 0 |
| May 2025 | $123M | $115.8M | $7.2M | 6 | 0 |
| Mar 2025 | $123M | $115.8M | $7.2M | 5 | 0 |
| Jan 2025 | $101M | $95M | $6M | 4 | 0 |
| Dec 2024 | $101M | $95M | $6M | 3 | 0 |
| Oct 2024 | $101M | $95M | $6M | 3 | 0 |
| Oct 2024 | $101M | $95M | $6M | 3 | 0 |
| May 2024 | $101M | $95M | $6M | 3 | 0 |
| Apr 2024 | $101M | $95M | $6M | 3 | 0 |
| Apr 2024 | $101M | $95M | $6M | 3 | 0 |
| Apr 2024 | $101M | $95M | $6M | 3 | 0 |
DateDec 2025
Total AUM$123M
Discretionary$115.8M
Non-Disc.$7.2M
Employees6
Clients0
DateOct 2025
Total AUM$123M
Discretionary$115.8M
Non-Disc.$7.2M
Employees6
Clients0
DateMay 2025
Total AUM$123M
Discretionary$115.8M
Non-Disc.$7.2M
Employees6
Clients0
DateMar 2025
Total AUM$123M
Discretionary$115.8M
Non-Disc.$7.2M
Employees5
Clients0
DateJan 2025
Total AUM$101M
Discretionary$95M
Non-Disc.$6M
Employees4
Clients0
DateDec 2024
Total AUM$101M
Discretionary$95M
Non-Disc.$6M
Employees3
Clients0
DateOct 2024
Total AUM$101M
Discretionary$95M
Non-Disc.$6M
Employees3
Clients0
DateOct 2024
Total AUM$101M
Discretionary$95M
Non-Disc.$6M
Employees3
Clients0
DateMay 2024
Total AUM$101M
Discretionary$95M
Non-Disc.$6M
Employees3
Clients0
DateApr 2024
Total AUM$101M
Discretionary$95M
Non-Disc.$6M
Employees3
Clients0
DateApr 2024
Total AUM$101M
Discretionary$95M
Non-Disc.$6M
Employees3
Clients0
DateApr 2024
Total AUM$101M
Discretionary$95M
Non-Disc.$6M
Employees3
Clients0