VAN WINKLE WEALTH MANAGEMENT GROUP LLC

VAN WINKLE WEALTH MANAGEMENT GROUP LLC of NEWARK, OH is an SEC-registered investment adviser (CRD 134813). Regulatory assets under management: $120.8M.

Registration

• CRD: 134813
• SEC file number: 801-136331
• Type: Registered investment adviser
• Location: 263 DEO DRIVE, NEWARK, OH, 43055
• Phone: 740-366-1110
• Latest filing: 2026-06-29
• Regulatory AUM: $120.8M
• Discretionary AUM: $120.8M
• Clients: 1
• Accounts: 792

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134813 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search