$251.0M Total AUM
$251.0M Disc. AUM
21.3% 3Y CAGR
3 Employees
399 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-13-2016
- Office Locations
- 1
Office Locations
5740 NW 132nd St. Oklahoma City OK
About Windle Wealth
Windle Wealth is an Oklahoma City fiduciary RIA focused on simplifying financial planning and portfolio management for families, individuals, physicians, executives, and business owners. The team pairs ongoing planning with risk management across traditional investments and select digital-asset exposure, and portfolios are primarily implemented with ETFs. Custody includes Altruist and Schwab.
Team overview
38 AVG AGE
$125.5M AVG AUM / ADVISOR
$629.2K AVG AUM / CLIENT
5.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
DONALD RAY WINDLE III
Chief Compliance Officer, WEALTH MANAGER
- CRD
- #5581610
- Ownership
- 75% or more
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Shea Brooklyn Brown
First Mate
- CRD
- #7922340
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,046,200 | $245,642 |
| Non-Discretionary | $0 | -- |
| Total | $251,046,200 | $245,642 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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