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Wynn Capital Management, LLC

EST. AUM
$102,011,468

CONTACTS

CLIENT ACCOUNTS
273

Firm Details

Metro area San Jose
CRD Number 119355
Website wynncapital.com
Client types

Overview

Wynn Capital Management, LLC is a Santa Cruz, California-based registered investment adviser providing customized investment management and comprehensive financial planning for individuals and families. The firm was founded in 2003 by former professional trader Thomas Wynn. Wynn Capital states that it is independent, fee-only, and fiduciary, and it receives a set advisory fee from clients rather than product-based compensation. Its services include portfolio management, retirement planning, net worth and tax reporting, estate-planning coordination, and planning updates as client circumstances change. The firm’s investment philosophy emphasizes global diversification, socially responsible portfolios, low-expense funds, tax efficiency, dynamic rebalancing, risk management, and portfolio hedging when appropriate.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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