SourcingSourcing

WINDLE WEALTH, LLC

C22
CRD 285653·SEC 801-123385·OKLAHOMA CITY, OK
AUM
$251.0M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$753K
@ 30% margin
Est. Deal Value
$6.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WINDLE WEALTH, LLC
CRD
285653
SEC file #
801-123385
EIN
465030687
DBA names
Windle Wealth

Economics

AUM
$251.0M
AUM band
$100M-$500M
AUM trajectory
'23'26
$133.3M → $251.0M▲ +88%
Client mix
Individuals Other319
Individuals High Net Worth69
Corporations11

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
1 advisors → 2 advisors▲ +100%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
instagram.com/windlewealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WINDLE, DONALD, RAY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WINDLE, DONALD, RAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:instagram.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001963452
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-08
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001963452-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Altruist4
E*trade4
Edgar Addresses
Mailing
5740 NW 132ND STREETOKLAHOMA CITY, OK 73142
Business
5740 NW 132ND STREETOKLAHOMA CITY, OK 73142
Edgar EIN
465030687
Edgar Recent Filings
13F-HR2026-05-11 · 0001963452-26-000003
13F-HR2026-01-23 · 0001963452-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5581610
Trust Company Affiliate
No

People (2)

2
WINDLE, DONALD, RAY
IAR · Direct Owner · 87.5%
5581610
Shea Brooklyn Brown
IAR
7922340