JAMES A WYNNE LLC

JAMES A WYNNE LLC is an SEC-registered investment adviser (CRD 323881). Regulatory assets under management: $39.8M.

Registration

• CRD: 323881
• Type: Registered investment adviser
• Phone: 330-304-8015
• Latest filing: 2026-03-30
• Regulatory AUM: $39.8M
• Discretionary AUM: $39.8M
• Clients: 1
• Accounts: 192

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323881 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search