Van Winkle Wealth Management Group LLC: new SEC registration, $121M AUM, Newark, OH
Van Winkle Wealth Management Group LLC (Newark, Ohio): new SEC registration, $121M AUM, Newark, OH. Its amount of 121 is below the median of 134 (40th percentile). Dated 153 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 121 · 40th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 36 related OH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Van Winkle Wealth Management Group LLC |
| Legal name | Van Winkle Wealth Management Group LLC |
| CRD | 134813 |
| Status | Approved |
| Registered with the SEC | 2026-06-04 |
| Latest Form ADV filing | 2026-06-29 |
| Location | Newark, OH, United States |
| Regulatory AUM | $120,793,535 |
| Accounts | 792 |
| Employees | 1 |
| Website | HTTP://WWW.VANWINKLEWEALTH.COM |
| amount percentile | 40th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (37 OH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-04
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OH first): Drive Capital LLC · Woodland Wealth Partners · The Connor Group Fund Manager, LLC · The O.H.I.O. Fund · Arg Private Wealth, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Van Winkle Wealth Management Group LLC and 37 Ohio peers
- Ohio NewRiaPulse records like this one: 37
- Van Winkle Wealth Management Group LLC's amount: 40th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Ohio peer: $7,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $121M under management.
- Website on file.
What is the NewRiaPulse record for Van Winkle Wealth Management Group LLC in Newark, Ohio?
Van Winkle Wealth Management Group LLC received SEC registration as an investment adviser (2026-06-04) with $120,793,535 in regulatory assets under management, based in Newark, OH.
How does Van Winkle Wealth Management Group LLC compare to other Ohio NewRiaPulse records?
Its amount of 121 is below the median (40th percentile); smaller records often move faster and face less competition. It is 153 days old; check the official source for later updates before acting.
Van Winkle Wealth Management Group LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Van Winkle Wealth Management Group LLC | Newark, OH | 121 | 40th | 2026-06-04 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Ohio NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.