CRD: 134813
VAN Winkle Wealth Management Group LLC
$120.8M Total AUM
$120.8M Disc. AUM
-- 3Y CAGR
1 Employees
392 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2005
- Office Locations
- 1
Office Locations
263 DEO Drive Newark OH
About VAN Winkle Wealth Management Group LLC
Van Winkle Wealth Management Group is a Newark, Ohio RIA providing comprehensive financial planning and investment guidance for individuals, families, businesses, and nonprofit organizations. The firm coordinates portfolio design and long-term investment strategies alongside estate planning, long-term care, and asset-protection considerations. Custody includes Charles Schwab.
Team overview
54 AVG AGE
$120.8M AVG AUM / ADVISOR
$308.1K AVG AUM / CLIENT
21 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRIAN EDWARD VANWINKLE
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2316075
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,793,535 | $152,517 |
| Non-Discretionary | $0 | -- |
| Total | $120,793,535 | $152,517 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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