WINNOW WEALTH, LLC

WACO, Texas·2 registered advisors·CRD# 317181
SEC# 801-1302012254-776-8400
01

Firm Overview

AUM
$101M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WINNOW WEALTH, LLC

2 registered advisors
Jessica Lynn Burch
WACO, Texas
Phillip Chad Castle
WACO, Texas
05

Office Locations

WACO, Texas
2 advisors

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Data sourced from SEC Form ADV filings. WINNOW WEALTH, LLC (CRD# 317181) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.