RIA Intelligence

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
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 10, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CASTLE, PHILLIP, CHADIPARTNER AND CHIEF COMPLIANCE OFFICERE Control
CASTLE, PHILLIP, CHADIPARTNER AND CHIEF COMPLIANCE OFFICERE Control
CASTLE, PHILLIP, CHADIPARTNER AND CHIEF COMPLIANCE OFFICERE Control
CASTLE, PHILLIP, CHADIPARTNER AND CHIEF COMPLIANCE OFFICERE Control
CASTLE, PHILLIP, CHADIPARTNER AND CHIEF COMPLIANCE OFFICERE Control
CASTLE, PHILLIP, CHADIPARTNER AND CHIEF COMPLIANCE OFFICERE Control
CASTLE, PHILLIP, CHADIPARTNER AND CHIEF COMPLIANCE OFFICERE Control
CASTLE, PHILLIP, CHADIPARTNER AND CHIEF COMPLIANCE OFFICERE Control
CASTLE, PHILLIP, CHADIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CASTLE, PHILLIP, CHADIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CASTLE, PHILLIP, CHADIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CASTLE, PHILLIP, CHADIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
BURCH, JESSICA, LYNNIVICE PRESIDENTB Control
BURCH, JESSICA, LYNNIVICE PRESIDENTB Control
BURCH, JESSICA, LYNNIVICE PRESIDENTB Control
BURCH, JESSICA, LYNNIVICE PRESIDENTB Control
BURCH, JESSICA, LYNNIVICE PRESIDENTB Control
BURCH, JESSICA, LYNNIVICE PRESIDENTB Control

Registrations

Federal

IA
Dec 10, 2025 REGISTERED

Notice Filings (4)

LA ND NY TX

Address

200 W. HWY 6
SUITE 330
WACO, TX 76712
United States
Phone: 254-776-8400