VAN WINKLE WEALTH MANAGEMENT GROUP LLC
SEC Form ADV profile.
Total regulatory AUM
$120,793,535
Discretionary
$120,793,535
Non-discretionary
$0
Firm details
- CRD number
- 134813
- SEC file number
- 801-136331
- Main office
- NEWARK, OH, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://WWW.VANWINKLEWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.