Wynn Capital Management, LLC: new SEC registration, $102M AUM, Santa Cruz, CA
Wynn Capital Management, LLC (Santa Cruz, California): new SEC registration, $102M AUM, Santa Cruz, CA. Its amount of 102 is below the median of 134 (13th percentile). Dated 196 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: 102 · 13th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Wynn Capital Management, LLC |
| Legal name | Wynn Capital Management, LLC |
| CRD | 119355 |
| Status | Approved |
| Registered with the SEC | 2026-04-23 |
| Latest Form ADV filing | 2026-03-31 |
| Location | Santa Cruz, CA, United States |
| Regulatory AUM | $102,011,468 |
| Accounts | 273 |
| Employees | 3 |
| Website | HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCA_YMIXD7ZPEVFTAT2_NZNA |
| amount percentile | 13th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (148 CA 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: 2026-04-23
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Meson Quantitative Management LLC · Wndrco Capital Management 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: Wynn Capital Management, LLC and 148 California peers
- California NewRiaPulse records like this one: 148
- Wynn Capital Management, LLC's amount: 13th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $102M under management.
- Website on file.
What is the NewRiaPulse record for Wynn Capital Management, LLC in Santa Cruz, California?
Wynn Capital Management, LLC received SEC registration as an investment adviser (2026-04-23) with $102,011,468 in regulatory assets under management, based in Santa Cruz, CA.
How does Wynn Capital Management, LLC compare to other California NewRiaPulse records?
Its amount of 102 is below the median (13th percentile); smaller records often move faster and face less competition. It is 196 days old; check the official source for later updates before acting.
Wynn Capital Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Wynn Capital Management, LLC | Santa Cruz, CA | 102 | 13th | 2026-04-23 |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
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.