Winnacle Wealth, LLC

CRD 317181 · Waco, TX · $145.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 317181
SEC number: 801-130201
Firm type: RIA
Assets under management: $145.0M as of May 27, 2026
Website: www.winnaclewealth.com ↗
Phone: 254-776-8400
Address: 200 W. Hwy 6, Waco, TX, 76712

Advisors at this firm

5 in our index · page 1 of 1

Jessica Lynn BurchCRD 6541011 · Waco, TX

IA Registered
Phillip Chad CastleCRD 2619152 · Waco, TX

IA Registered

Disclosure event(s) on record
John DwyerCRD 4952298 · Bismarck, ND

IA RegisteredRegistration inactive
Steven David FleurietCRD 8034332 · Waco, TX

IA Registered
David Michael NuckolsCRD 2983397 · Waco, TX

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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