DBA: WINDLE WEALTH
| Total AUM | $251.0M |
| Discretionary | $251.0M100% of AUM |
| Client Accounts | 1,022 |
| Avg Account Size | $246K |
| Employees | 3 |
| Peak AUM | $251.0MMar 2026 |
| AUM CAGR | +16.8% /yrover 4 yrs · 16 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $251M | +20.8% | +21.3% | +16.8% | |
| Discretionary AUM | |||||
| Total AUM | $251.0M |
| Discretionary | $251.0M |
| Employees | 3 |
| Client Accounts | 1022 |
| Client Range | 1-10 |
Address
5740 NW 132ND ST.
OKLAHOMA CITY OK 73142
Phone
405-261-5202
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$251M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$251M
| $251M |
| +20.8% |
| +21.5% |
| +20.1% |
| Total Accounts | 1k | +20.2% | +17.0% | +14.9% |
| Avg Account Size | $245,642.074 | +0.5% | +3.7% | +1.6% |
| Employees | 3 | +50.0% | +44.2% | +30.9% |
| AUM / Employee | $84M | 19.4% | 15.9% | 10.8% |
Client AUM Segments | |||||
| Wealth AUM | $215M | +22.8% | +22.9% | +18.7% | |
| Institutional AUM | $36M | +10.2% | +13.1% | +7.8% | |
Client Count Segments | |||||
| HNW Clients | 319 | +13.9% | +10.4% | +11.2% | |
| Institutional | 11 | +10.0% | — | +8.1% | |
| Individuals | 69 | +9.5% | +9.2% | +9.3% | |