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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-19-2022
- Office Locations
- 2
Office Locations
About Winnacle Wealth, LLC
Winnow Wealth is a Waco, TX financial planning firm focused on helping households reach retirement and stay retired, streamlining accounts for efficiency, protection, and legacy planning. The team brings 50+ years combined experience and serves clients from early-career individuals to established couples. They use a one-page “Asset Map” to organize household finances and typically implement portfolios with ETFs and mutual funds, with custody including Schwab and Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PHILLIP CHAD CASTLE
Co-Founder
- CRD
- #2619152
- Ownership
- 75% or more
JESSICA LYNN BURCH
VICE PRESIDENT
- CRD
- #6541011
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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John Dwyer
--
- CRD
- #4952298
Steven David Fleuriet
Planning, Compliance & Marketing
- CRD
- #8034332
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,958,007 | $114,682 |
| Non-Discretionary | $0 | -- |
| Total | $144,958,007 | $114,682 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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