# WINDLE WEALTH, LLC

WINDLE WEALTH, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser.

## Registration

- CRD: 285653
- Type: SEC-registered investment adviser
- SEC file number: 801-123385
- Location: 5740 NW 132ND ST., OKLAHOMA CITY, OK, 73142
- Phone: 405-261-5202
- Latest filing: 2026-03-30
- Regulatory AUM: $251.0M
- Discretionary AUM: $251.0M
- Clients: 3
- Accounts: 1,022

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Donald Ray Windle | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| WINDLE DAN RAY | WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285653/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285653/similar
- Related entities: https://search.stillhousedata.com/firm/285653/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285653

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.