Winnacle Wealth, Llc
- Regulatory AUM
- $145M
- Discretionary
- $145M
- Clients
- 385
- Avg AUM / client
- $377K
- Accounts
- 1,264
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 348 | $78.7M | 54.3% |
| High net worth individuals | 37 | $66.2M | 45.7% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Phillip Chad Castle | Partner And Chief Compliance Officer | Oct 2021 (5y) | 75% or more | |
| Jessica Lynn Burch | Vice President | CFP | Jan 2022 (5y) | 10% – 25% |
| David Michael Nuckols | Registered representative | Jan 2022 (5y) | ||
| Steven David Fleuriet | Registered representative | May 2025 (1y) | ||
| John Dwyer | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $138M (95% of AUM) May 2026
- Altruist Financial $138M (95% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗