WINNOW WEALTH, LLC of WACO, TX is an SEC-registered investment adviser (CRD 317181). Regulatory assets under management: $145.0M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Phillip Chad Castle | PARTNER AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Jessica Lynn Burch | VICE PRESIDENT | — |
| CASTLE PHILLIP CHAD | PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| BURCH JESSICA LYNN | VICE PRESIDENT | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |