Windle Wealth
Finance · Oklahoma, United States · 1-10 Employees
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Overview
Headquarters
5740 NW 132nd St, Oklahoma City, Oklahom...Phone Number
(405) 261-5202Website
www.windlewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Windle Wealth
Windle Wealth is a financial planning firm based in Oklahoma City, focused on retirement planning and dedicated to prioritizing the financial well-being of its clients. The firm operates with a fiduciary standard, ensuring that clients' best interests are always at the forefront of their services. They cater to a diverse clientele, including families, individuals, physicians, executives, and businesses, simplifying the financial planning process. Windle Wealth emphasizes a personal approach, fostering genuine relationships and clear communication to help clients navigate their financial journeys.Explore more
Windle Wealth Org Chart
CC
Operations Specialist
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Windle Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Windle Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Windle Wealth.
Windle Wealth Tech Stack
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Windle Wealth is a financial planning firm based in Oklahoma City, focused on retirement planning and dedicated to prioritizing the financial well-being of its clients. The firm operates with a fiduciary standard, ensuring that clients' best interests are always at the forefront of their services. They cater to a diverse clientele, including famili... Read More
