Van Winkle Wealth Management Group LLC

Van Winkle Wealth Management Group is an independent registered investment adviser that provides ongoing asset management, financial planning and consulting, retirement plan advisement, variable sub‑account management for annuities, and referrals to third‑party money managers. As of April 2026 the firm reports about $120.8 million in assets under management and serves roughly 392 clients, including individuals, high‑net‑worth clients, and pension or profit‑sharing plans.

The firm typically charges fees based on a percentage of assets and offers discretionary portfolio management using model allocations (Growth, Moderate, Conservative) alongside tailored written financial plans and one‑time or as‑needed consultations. Investment practices include use of exchange‑traded funds (including occasional leveraged or inverse ETFs), the option for sector‑concentrated portfolios in certain market conditions, and regular (quarterly) reviews informed by client questionnaires and imposed investment restrictions when requested.

Distinctive features noted in the firm’s brochure include an unusually high client count per advisor relative to peers and an explicit focus on retirement plan sponsors and participant advisement, a mix that is less common among similarly structured independent firms. The filing also discloses a recent transition to SEC registration as assets grew, plus outside business activities (insurance and broker‑dealer affiliations) and solicitor arrangements with third‑party managers that clients should consider when evaluating potential conflicts of interest.