Windle Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$215,334,897
Clients
388
Advisors
2
of 3 employees
About
Windle Wealth serves individual and high‑net‑worth clients, as well as charitable organizations and businesses, offering discretionary investment management, comprehensive financial planning, pension consulting, and tax preparation services. The firm also provides access to third‑party estate‑planning tools (Wealth.com) and can manage held‑away defined‑contribution accounts via the Pontera platform.
Portfolios are managed under defined Accumulation or Distribution strategies with a focus on allocation to income‑producing equity securities and, when appropriate, fixed income exposure; Windle Wealth relies primarily on fundamental analysis and tailors liquidity (cash buffers) for clients in distribution. The firm discloses use of AI tools with human oversight, may advise on or hold cryptocurrency and digital‑asset positions as a supplement to core strategies, and uses third‑party custodians for crypto custody and held‑away assets.
Noteworthy distinctions include in‑house tax preparation for clients and a disclosed minority investment in one of its recommended custodians, which the firm identifies as a potential conflict and addresses through best‑execution reviews and disclosures. Windle Wealth’s explicit written limits and account‑segregation approach for cryptocurrency exposure, combined with its use of digital platforms (Wealth.com, Pontera) and pension consulting services, mark it as atypical compared with many similarly sized advisors.
Client services
Expertise
Fee options
Tax Preparation services generally provided for a fixed annual fee of $1,000 (may be waived or reduced at firm's discretion)
$200 per hour (negotiable depending on complexity) for standalone financial planning
Altruist One subscription fee: 0.01% monthly asset-based fee per account with $1 minimum monthly fee
Main office
5740 NW 132nd St.
Oklahoma City OK 73142
Advisors at this office
2
Most active in
Alabama · Arkansas · Colorado · Florida · Kansas · Louisiana · Missouri · Oklahoma · Texas
Also doing business as
Windle Wealth · Windle Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Shea B
Series 65
Oklahoma City, OK
Windle Wealth
Shea Brown is a financial advisor at Windle Wealth with a Series 65 designation and one year of industry experience. Prior to joining Windle Wealth, Shea worked briefly at Prime Wealth Management and has experience outside finance, including roles in education at the University of Oklahoma and local schools. Windle Wealth serves individuals, high-net-worth clients, charitable organizations, and businesses, providing discretionary investment management alongside financial planning, pension consulting, and tax preparation. The firm emphasizes fundamental analysis with a focus on income-producing equities and offers services including estate-planning access and cryptocurrency advisory within defined exposure limits.
Donald W
CFP®, Series 66
Oklahoma City, OK
Windle Wealth
Donald Windle III is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Windle Wealth since 2014. His prior experience includes roles at Edward Jones and LPL Financial. Outside of his advisory practice, Windle contributes articles on digital assets and holds a minority ownership in a songwriting LLC. Windle Wealth serves individual and high-net-worth clients, charitable organizations, and businesses with discretionary investment management, financial planning, pension consulting, and tax preparation services. The firm employs fundamental analysis with tailored income-producing equity and fixed income strategies, and incorporates AI tools and cryptocurrency exposure within a defined risk framework.
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