A complete list of active advisors currently associated with Wynn Capital Management, LLC

Warmer can help you find a great advisor at Wynn Capital Management, LLC or one who fits your needs even better.

Wynn Capital Management serves individuals and households — including high net worth clients — as well as trusts, estates, pension and profit‑sharing plans, and charitable organizations, providing comprehensive financial planning, consulting, and discretionary investment management. Services described in the brochure include retirement and estate planning, insurance coordination, philanthropic and college‑funding advice, and oversight of variable annuities and other client products. The firm’s investment approach is grounded in academic research and emphasizes globally diversified, low‑cost, low‑turnover mutual funds and ETFs, with intentional tilts such as small‑cap value exposures to capture persistent return dimensions. WCM also uses institutional fund vehicles (including strategies similar to Dimensional), executes defined‑risk options strategies for income or risk management, and may recommend private placement opportunities for accredited investors when appropriate. Distinctive features include operating as a two‑advisor firm that recently filed to register with the SEC after surpassing $100 million in assets under management, while serving roughly 89 client relationships with discretionary mandates. The firm does not accept proxy‑voting authority, delivers separate quarterly performance reports in addition to custodian statements, and may reduce or waive planning fees for certain pro bono, nonprofit, or community‑service clients.

To learn more about the advisors currently working at Wynn Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.