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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-30-2002
- Office Locations
- 1
Office Locations
About Wynn Capital Management, LLC
Wynn Capital Management, LLC is a Santa Cruz, CA RIA serving retail clients, including entrepreneurs, with holistic financial planning (tax, estate, retirement and insurance) alongside portfolio management. Portfolios lean on ETFs and public equities complemented by investment-grade corporate bonds and cash. The firm custody relationship includes Charles Schwab and uses tools such as eMoney and Black Diamond.
Team overview
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Platform
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Owner & Executives
THOMAS MATTHEW WYNN
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #2322640
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Susan Amanda Landry
Investment Advisor
- CRD
- #7383795
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,011,468 | $373,668 |
| Non-Discretionary | $0 | -- |
| Total | $102,011,468 | $373,668 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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