WNNW Wealth

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Client assets under management

$144,958,007

Clients

385

10% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

128

Very High

Average account size

$376,514

About

Winnow Wealth advises individual and high‑net‑worth clients, offering discretionary investment management and comprehensive financial planning. The firm reports managing about $145 million for roughly 385 clients and generally charges fees based on assets under management that are deducted through the custodian.

Its investment approach is primarily long‑term and discretionary, building diversified portfolios using low‑cost mutual funds and ETFs while also employing individual stocks, bonds, and options as needed; the firm uses fundamental and cyclical analysis and may retain legacy positions for tax or portfolio fit. Winnow Wealth also uses third‑party model allocations and digital tools integrated with its chosen custodian to construct and monitor client portfolios.

The brochure discloses a prior SEC administrative order involving a firm principal that resulted in censure and a fine for past disclosure failures, a regulatory event the firm reports in its disciplinary history. The firm also discloses several business affiliations that are less common among peers: an ownership stake in its primary custodian, participation in that custodian’s model marketplace, a partnership in an insurance marketing organization, and advisory personnel who are licensed insurance professionals (with potential commission income and other vendor credits noted as conflicts of interest).

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Fixed

Comprehensive Financial Planning $3,000 to $10,000 total, with $1,200 upfront deposit and monthly installments of $1,200 for months 2-4

Percentage

$0+: 0.10% annually +: up to 1.30% annually

Main office location

WNNW Wealth

200 W. Hwy 6, Suite 330

Waco TX 76712, United States

Number of offices

Most active in

Louisiana · North Dakota · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 254-776-8400

Advisors at this firm

Steven F

Series 65

Waco, TX

WNNW Wealth

Steven Fleuriet is a financial advisor at Winnow Wealth, LLC in Waco, TX. He holds a Series 65 designation and has been with Winnow Wealth since 2023. Prior to his current role, he worked at Morgan Advanced Materials plc and John Wood Group plc. Winnow Wealth is a five-advisor team managing approximately $123 million for about 370 individual and high-net-worth clients. The firm offers discretionary wealth management and comprehensive financial planning, using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers with an investment approach that combines fundamental and cyclical analysis focused primarily on long-term outcomes.

Active portfolio management Options & derivatives strategies

John D

Series 63, Series 65

Bismarck, ND

WNNW Wealth

John Dwyer is a financial advisor with Winnow Wealth, LLC in Bismarck, ND, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Tencap Wealth Coaching, Freedom Financial Coaching, and G.A. Repple & Company. He serves as a board member for LESPA LAVI Charitable Ministry. Winnow Wealth is a five-advisor team managing approximately $123 million for around 370 individual and high-net-worth clients. The firm offers discretionary wealth management and comprehensive financial planning, utilizing fundamental and cyclical analysis with a primarily long-term investment approach.

Active portfolio management Options & derivatives strategies

David N

Series 63, Series 65

Waco, TX

WNNW Wealth

David Nuckols is a financial advisor with Winnow Wealth, LLC in Waco, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has held roles at multiple firms, including Haynie & Company and Brookstone Wealth Advisors, where he is a partner providing tax planning and accounting services. Winnow Wealth is a five-advisor team managing approximately $123 million for around 370 individual and high-net-worth clients. The firm offers discretionary wealth management and comprehensive financial planning, utilizing a long-term investment approach with fundamental and cyclical analysis, and incorporates a range of investment vehicles including mutual funds, ETFs, individual securities, and independent managers.

Active portfolio management Options & derivatives strategies

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