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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-13-2016
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between November 11, 2025 and March 30, 2026, reported AUM increased 20.8%, from $207.8M to $251.0M.
Across 5 reported observations, AUM increased 88.4% between November 1, 2022 and March 30, 2026, from $133.3M to $251.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 399 clients, or 199.5 clients per representative. That equates to $629.2K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DONALD RAY WINDLE III
WEALTH MANAGER
- CRD
- #5581610
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Shea Brooklyn Brown
First Mate
- CRD
- #7922340
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Windle Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Windle Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.