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VAN WINKLE WEALTH MANAGEMENT GROUP LLC
CRD 134813 · SEC 801-136331
263 DEO DRIVE, NEWARK, OH, 43055, United States
Phone
740-366-1110
Fax
866-591-6697
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.8M
Discretionary AUM
$120.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 381 | $92.7M |
| High net worth individuals | 11 | $27.3M |
States served
OH
All web addresses on file
Official SEC filing: View on IAPD