Active
WINNOW WEALTH, LLC
Investment Advice|WACO, TX
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Assets Under Management
$123M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 115.8M |
| Non-Discretionary | 7.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 317181 |
| SEC Number | 801-130201 |
| Street Address | 200 W. HWY 6 |
| Street Address 2 | SUITE 330 |
| Location | WACO, TX 76712 |
| Country | United States |
| Phone | 254-776-8400 |
| Total Employees | 6 |
Client Count by Type (370 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 337 |
| High Net Worth Individual… | 33 |
Community Partners
BRUCEVILLE-EDDY VOLUNTEER FIRE AND RESCUE, INC.
CITY OF BELLMEAD
CITY OF BEVERLY HILLS
CITY OF BRUCEVILLE EDDY
CITY OF GHOLSON
CITY OF HALLSBURG
CITY OF LACY LAKEVIEW
CITY OF LEROY
CITY OF MART
CITY OF MCGREGOR
CITY OF MOODY
CITY OF RIESEL
CITY OF ROSS
CITY OF WACO
CITY OF WEST
CITY OF WOODWAY
COUNTY OF MCLENNAN
COUNTY OF MC LENNAN
MCLENNAN COUNTY FIRE PROTECTION ASSOCIATION, INC.
TOWN OF CRAWFORD
BRUCEVILLE-EDDY VOLUNTEER FIRE AND RESCUE, INC.
CITY OF BELLMEAD
CITY OF BEVERLY HILLS
CITY OF BRUCEVILLE EDDY
CITY OF GHOLSON
CITY OF HALLSBURG
CITY OF LACY LAKEVIEW
CITY OF LEROY
CITY OF MART
CITY OF MCGREGOR
CITY OF MOODY
CITY OF RIESEL
CITY OF ROSS
CITY OF WACO
CITY OF WEST
CITY OF WOODWAY
COUNTY OF MCLENNAN
COUNTY OF MC LENNAN
MCLENNAN COUNTY FIRE PROTECTION ASSOCIATION, INC.
TOWN OF CRAWFORD
BRUCEVILLE-EDDY VOLUNTEER FIRE AND RESCUE, INC.
CITY OF BELLMEAD
CITY OF BEVERLY HILLS
CITY OF BRUCEVILLE EDDY
CITY OF GHOLSON
CITY OF HALLSBURG
CITY OF LACY LAKEVIEW
CITY OF LEROY
CITY OF MART
CITY OF MCGREGOR
CITY OF MOODY
CITY OF RIESEL
CITY OF ROSS
CITY OF WACO
CITY OF WEST
CITY OF WOODWAY
COUNTY OF MCLENNAN
COUNTY OF MC LENNAN
MCLENNAN COUNTY FIRE PROTECTION ASSOCIATION, INC.
TOWN OF CRAWFORD
Municipal Government
20 Active
20
Organizations
BRAZOS RIVER AUTHORITY
CASTLEMAN CREEK WATERSHED ASSOCIATION
CORAL REHABILITATION AND NURSING OF MCGREGOR
ELK VOLUNTEER FIRE DEPARTMENT
HEART OF TEXAS BEHAVIORAL HEALTH NETWORK
HEART OF TEXAS COUNCIL OF GOVERNMENTS
HEART OF TEXAS RURAL TRANSIT DISTRICT
HOUSING AUTHORITY OF CITY OF WA
MART HOUSING AUTHORITY
MCGREGOR CITY HOUSING AUTHORITY
MCLENNAN COUNTY EMERGENCY ASSISTANCE DISTRICT
MCLENNAN COUNTY RURAL TRANSIT DISTRICT
MCLENNAN COUNTY SOIL CONSERVATION DISTRICT
MCLENNAN COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 2
MCLENNAN-HILL COUNTIES TEHUACANA CREEK WCID 1
MOODY CITY HOUSING AUTHORITY
RIESEL VOL. FIRE DEPT.
SOUTHERN TRINITY GCD
WACO CITY HOUSING AUTHORITY
BRAZOS RIVER AUTHORITY
CASTLEMAN CREEK WATERSHED ASSOCIATION
CORAL REHABILITATION AND NURSING OF MCGREGOR
ELK VOLUNTEER FIRE DEPARTMENT
HEART OF TEXAS BEHAVIORAL HEALTH NETWORK
HEART OF TEXAS COUNCIL OF GOVERNMENTS
HEART OF TEXAS RURAL TRANSIT DISTRICT
HOUSING AUTHORITY OF CITY OF WA
MART HOUSING AUTHORITY
MCGREGOR CITY HOUSING AUTHORITY
MCLENNAN COUNTY EMERGENCY ASSISTANCE DISTRICT
MCLENNAN COUNTY RURAL TRANSIT DISTRICT
MCLENNAN COUNTY SOIL CONSERVATION DISTRICT
MCLENNAN COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 2
MCLENNAN-HILL COUNTIES TEHUACANA CREEK WCID 1
MOODY CITY HOUSING AUTHORITY
RIESEL VOL. FIRE DEPT.
SOUTHERN TRINITY GCD
WACO CITY HOUSING AUTHORITY
BRAZOS RIVER AUTHORITY
CASTLEMAN CREEK WATERSHED ASSOCIATION
CORAL REHABILITATION AND NURSING OF MCGREGOR
ELK VOLUNTEER FIRE DEPARTMENT
HEART OF TEXAS BEHAVIORAL HEALTH NETWORK
HEART OF TEXAS COUNCIL OF GOVERNMENTS
HEART OF TEXAS RURAL TRANSIT DISTRICT
HOUSING AUTHORITY OF CITY OF WA
MART HOUSING AUTHORITY
MCGREGOR CITY HOUSING AUTHORITY
MCLENNAN COUNTY EMERGENCY ASSISTANCE DISTRICT
MCLENNAN COUNTY RURAL TRANSIT DISTRICT
MCLENNAN COUNTY SOIL CONSERVATION DISTRICT
MCLENNAN COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 2
MCLENNAN-HILL COUNTIES TEHUACANA CREEK WCID 1
MOODY CITY HOUSING AUTHORITY
RIESEL VOL. FIRE DEPT.
SOUTHERN TRINITY GCD
WACO CITY HOUSING AUTHORITY
Special District
19 Active
19
Organizations
AXTELL RURAL IND SCH DIST 918
BOSQUEVILLE IND SCH DIST
BRUCEVILLE EDDY IND SCH DISTRICT 919
CHINA SPRING IND SCH DISTRICT 920
CONNALLY IND SCH DIST 921
CRAWFORD IND SCH DIST 901
GHOLSON INDEPENDENT SCH DIST 925
HALLSBURG INDEPENDENT SCHOOL DISTRICT 924
LA VEGA IND SCH DIST 906
LORENA IND SCH DIST 907
MART IND SCH DIST 908
MCGREGOR IND SCH DIST 909
MCLENNAN CMTY COLLEGE
MIDWAY IND SCH DIST 903
MOODY IND SCH DIST 910
RAPOPORT ACADEMY PUBLIC SCHOOL
RIESEL IND SCH DIST 912
ROBINSON IND SCH DIST 922
WACO IND SCH DIST 914
WEST IND SCH DIST 916
AXTELL RURAL IND SCH DIST 918
BOSQUEVILLE IND SCH DIST
BRUCEVILLE EDDY IND SCH DISTRICT 919
CHINA SPRING IND SCH DISTRICT 920
CONNALLY IND SCH DIST 921
CRAWFORD IND SCH DIST 901
GHOLSON INDEPENDENT SCH DIST 925
HALLSBURG INDEPENDENT SCHOOL DISTRICT 924
LA VEGA IND SCH DIST 906
LORENA IND SCH DIST 907
MART IND SCH DIST 908
MCGREGOR IND SCH DIST 909
MCLENNAN CMTY COLLEGE
MIDWAY IND SCH DIST 903
MOODY IND SCH DIST 910
RAPOPORT ACADEMY PUBLIC SCHOOL
RIESEL IND SCH DIST 912
ROBINSON IND SCH DIST 922
WACO IND SCH DIST 914
WEST IND SCH DIST 916
AXTELL RURAL IND SCH DIST 918
BOSQUEVILLE IND SCH DIST
BRUCEVILLE EDDY IND SCH DISTRICT 919
CHINA SPRING IND SCH DISTRICT 920
CONNALLY IND SCH DIST 921
CRAWFORD IND SCH DIST 901
GHOLSON INDEPENDENT SCH DIST 925
HALLSBURG INDEPENDENT SCHOOL DISTRICT 924
LA VEGA IND SCH DIST 906
LORENA IND SCH DIST 907
MART IND SCH DIST 908
MCGREGOR IND SCH DIST 909
MCLENNAN CMTY COLLEGE
MIDWAY IND SCH DIST 903
MOODY IND SCH DIST 910
RAPOPORT ACADEMY PUBLIC SCHOOL
RIESEL IND SCH DIST 912
ROBINSON IND SCH DIST 922
WACO IND SCH DIST 914
WEST IND SCH DIST 916
School District
20 Active
20
Organizations
10000 FATHERS INC
100 CLUB OF THE HEART OF TEXAS
100 FOLD
19 CARES INC
1ST UNIVERSITY CREDIT UNION
206 LODGE WACO
27seventeen Ministries
30310 JUDGE ABNER V MCCALL CHAPTER
306 ELITE PERFORMANCE AND DEVELOPMENT
3C MECHANICAL TECHNOLOGIES INCORPORATED
963 MEDIA
Acapita Education Finance Corporation
ACCOUNTING SOCIETY AT BAYLOR
ACT LOCALLY WACO
ADAMIC CENTER OF WACO
ADVOCACY CENTER FOR CRIME VICTIMS
ADVOCACY CENTER FOR CRIME VICTIMS & CHILDREN
AERONAUTICAL COUNCIL OF TEXAS
A FAMILY AFFAIR COMMUNITY AND MORE
AGLOW INTERNATIONAL
10000 FATHERS INC
100 CLUB OF THE HEART OF TEXAS
100 FOLD
19 CARES INC
1ST UNIVERSITY CREDIT UNION
206 LODGE WACO
27seventeen Ministries
30310 JUDGE ABNER V MCCALL CHAPTER
306 ELITE PERFORMANCE AND DEVELOPMENT
3C MECHANICAL TECHNOLOGIES INCORPORATED
963 MEDIA
Acapita Education Finance Corporation
ACCOUNTING SOCIETY AT BAYLOR
ACT LOCALLY WACO
ADAMIC CENTER OF WACO
ADVOCACY CENTER FOR CRIME VICTIMS
ADVOCACY CENTER FOR CRIME VICTIMS & CHILDREN
AERONAUTICAL COUNCIL OF TEXAS
A FAMILY AFFAIR COMMUNITY AND MORE
AGLOW INTERNATIONAL
10000 FATHERS INC
100 CLUB OF THE HEART OF TEXAS
100 FOLD
19 CARES INC
1ST UNIVERSITY CREDIT UNION
206 LODGE WACO
27seventeen Ministries
30310 JUDGE ABNER V MCCALL CHAPTER
306 ELITE PERFORMANCE AND DEVELOPMENT
3C MECHANICAL TECHNOLOGIES INCORPORATED
963 MEDIA
Acapita Education Finance Corporation
ACCOUNTING SOCIETY AT BAYLOR
ACT LOCALLY WACO
ADAMIC CENTER OF WACO
ADVOCACY CENTER FOR CRIME VICTIMS
ADVOCACY CENTER FOR CRIME VICTIMS & CHILDREN
AERONAUTICAL COUNCIL OF TEXAS
A FAMILY AFFAIR COMMUNITY AND MORE
AGLOW INTERNATIONAL
Nonprofit Organization
1367 Active
1367
Organizations
Community Partners109 organizations
BRUCEVILLE-EDDY VOLUNTEER FIRE AND RESCUE, INC.
Municipal Government·EDDY
CITY OF BELLMEAD
Municipal Government·WACO
CITY OF BEVERLY HILLS
Municipal Government·WACO
CITY OF BRUCEVILLE EDDY
Municipal Government·EDDY
CITY OF GHOLSON
Municipal Government·WACO
CITY OF HALLSBURG
Municipal Government·WACO
CITY OF LEROY
Municipal Government·LEROY
CITY OF MOODY
Municipal Government·MOODY
CITY OF RIESEL
Municipal Government·RIESEL
CITY OF ROSS
Municipal Government·ELM MOTT
CITY OF WACO
Municipal Government·WACO
CITY OF WEST
Municipal Government·WEST
CITY OF WOODWAY
Municipal Government·WACO
COUNTY OF MC LENNAN
Municipal Government·WACO
MCLENNAN COUNTY FIRE PROTECTION ASSOCIATION, INC.
Municipal Government·BELLMEAD
TOWN OF CRAWFORD
Municipal Government·CRAWFORD
CASTLEMAN CREEK WATERSHED ASSOCIATION
Special District·WACO
CORAL REHABILITATION AND NURSING OF MCGREGOR
Special District·MCGREGOR
ELK VOLUNTEER FIRE DEPARTMENT
Special District·AXTELL
HEART OF TEXAS BEHAVIORAL HEALTH NETWORK
Special District·WACO
HEART OF TEXAS COUNCIL OF GOVERNMENTS
Special District·WACO
HOUSING AUTHORITY OF CITY OF WA
Special District·WACO
MART HOUSING AUTHORITY
Special District·MART
MCGREGOR CITY HOUSING AUTHORITY
Special District·MC GREGOR
MCLENNAN COUNTY RURAL TRANSIT DISTRICT
Special District·WACO
MCLENNAN COUNTY SOIL CONSERVATION DISTRICT
Special District·WACO
MCLENNAN COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 2
Special District·ELM MOTT
MOODY CITY HOUSING AUTHORITY
Special District·MOODY
RIESEL VOL. FIRE DEPT.
Special District·RIESEL
RAPOPORT ACADEMY PUBLIC SCHOOL
School District·WACO
ROBINSON IND SCH DIST 922
School District·ROBINSON
10000 FATHERS INC
Nonprofit Organization·Waco
100 CLUB OF THE HEART OF TEXAS
Nonprofit Organization·WACO
100 FOLD
Nonprofit Organization·WACO
19 CARES INC
Nonprofit Organization·WACO
1ST UNIVERSITY CREDIT UNION
Nonprofit Organization·WACO
206 LODGE WACO
Nonprofit Organization·Waco
27seventeen Ministries
Nonprofit Organization·Waco
30310 JUDGE ABNER V MCCALL CHAPTER
Nonprofit Organization·Waco
306 ELITE PERFORMANCE AND DEVELOPMENT
Nonprofit Organization·Waco
3C MECHANICAL TECHNOLOGIES INCORPORATED
Nonprofit Organization·WACO
963 MEDIA
Nonprofit Organization·WACO
Acapita Education Finance Corporation
Nonprofit Organization·Waco
ACCOUNTING SOCIETY AT BAYLOR
Nonprofit Organization·China Spring
ACT LOCALLY WACO
Nonprofit Organization·Waco
ADAMIC CENTER OF WACO
Nonprofit Organization·BELLMEAD
ADVOCACY CENTER FOR CRIME VICTIMS
Nonprofit Organization·WACO
ADVOCACY CENTER FOR CRIME VICTIMS & CHILDREN
Nonprofit Organization·WACO
AERONAUTICAL COUNCIL OF TEXAS
Nonprofit Organization·WACO
A FAMILY AFFAIR COMMUNITY AND MORE
Nonprofit Organization·Waco
AGLOW INTERNATIONAL
Nonprofit Organization·Waco
A J MOORE ACADEMY BUSINESS ADVISORY BOARD
Nonprofit Organization·Waco
A J Moore High School Alumni Association
Nonprofit Organization·Waco
ALEPH TAV INC
Nonprofit Organization·WACO
ALLEMANDE SQUARE CLOG AND ROUND DANCE ASSOCIATION
Nonprofit Organization·Waco
ALLERGAN MEMORIAL GOLF FUND
Nonprofit Organization·WACO
ALL IIN
Nonprofit Organization·Waco
ALPHA C HI OMEGA FRATERNITY INC
Nonprofit Organization·Woodway
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Waco
ALPHA EPSILON DELTA
Nonprofit Organization·Waco
ALPHA PHI OMEGA
Nonprofit Organization·WACO
Alpha Rho Sigma Chapter of Sigma Gamma Rho Sorority
Nonprofit Organization·WACO
ALPHA TAU OMEGA TEXAS THETA NU CHAPTER
Nonprofit Organization·WACO
ALTRUSA CLUB OF WACO TEXAS FOUNDATION INC
Nonprofit Organization·WACO
ALTRUSA INTERNATIONAL FOUNDATION INC
Nonprofit Organization·Waco
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·WACO
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·WACO
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Waco
AMBLESIDE SCHOOL OF WACO
Nonprofit Organization·WACO
AMERICAN ACADEMY OF FAMILY PHYSICIANS
Nonprofit Organization·Waco
AMERICAN ASSOCIATION OF ZOO KEEPERS
Nonprofit Organization·Waco
AMERICAN CRIMINAL JUSTICE ASSOCIATION-LAMBDA ALPHA EPSILON
Nonprofit Organization·Waco
AMERICAN FEDERATION OF GOVERNMENT
Nonprofit Organization·WACO
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Waco
AMERICAN FEDERATION OF LABOUR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·WACO
AMERICAN FOOTBALL COACHES ASSOCIATION
Nonprofit Organization·WACO
AMERICAN FOOTBALL COACHES FOUNDATION
Nonprofit Organization·WACO
AMERICAN FOOTBALL COACHES WIVES ASSOCIATION
Nonprofit Organization·Waco
AMERICAN GI FORUM MCLENNAN COUNTY WOMEN
Nonprofit Organization·China Spring
AMERICAN GI FORUM NATIONAL WOMEN
Nonprofit Organization·China Spring
AMERICAN GUILD OF ORGANISTS AGO
Nonprofit Organization·WACO