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Donald Ray Windle

WINDLE WEALTH, LLC·OKLAHOMA CITY, Oklahoma
Clean recordWINDLE WEALTH, LLC
5740 NW 132ND ST., OKLAHOMA CITY, OK 73142CRD# 5581610Firm CRD# 285653

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Ray Windle · OKLAHOMA CITY, OK
Registration
CRD #5581610 · WINDLE WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald Ray Windle is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with WINDLE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WINDLE WEALTH, LLC
WINDLE WEALTH
AUM
$159M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WINDLE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5581610
Firm CRD# 285653
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Ray Windle offer?
Donald Ray Windle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Donald Ray Windle's credentials?
Donald Ray Windle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Ray Windle located?
Donald Ray Windle is based in OKLAHOMA CITY, Oklahoma, working with WINDLE WEALTH, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Donald Ray Windle charge for services?
Donald Ray Windle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDLE WEALTH, LLC?
WINDLE WEALTH, LLC has approximately 2 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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