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Wealth Manager and Chief Compliance Officer · Windle Wealth

Donald R. Windle

CRD 5581610 · Named on Form ADV at one SEC-registered adviser

At a glance

Windle Wealth, an SEC-registered wealth manager based in Oklahoma City, OK with $251 million in regulatory assets, lists Donald R. Windle on its Form ADV as Wealth Manager and Chief Compliance Officer, a control person.

Firms and roles

  • Windle WealthWealth Manager and Chief Compliance OfficerWealth manager · Oklahoma City, OK · $251M in regulatory assets

AtlasMembers

Donald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.