WINNOW WEALTH, LLC
Tel: 254-776-8400 200 W. Hwy 6 Suite 330 Waco, Texas 76712
About WINNOW WEALTH, LLC
WINNOW WEALTH, LLC is a Waco, Texas based financial advisory firm with nearly $101,000,000 in assets under management and provides investment advisory services for 724 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
317181
Firm SEC#:
801-130201
Assets Under Management:
$101,000,000
No. of Clients:
724
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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