Edmund Van Winkle
DLK Investment Advisors · Mercer Island, Washington
Edmund Van Winkle is a fee-only financial advisor at DLK Investment Advisors in Mercer Island, Washington. DLK Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | DLK Investment Advisors |
|---|---|
| Based in | Mercer Island, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $140.7M across 95 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7497834 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Edmund's firm compares
- DLK Investment Advisors's average account is about $1.5 million, from its Form ADV (assets managed divided by 95 accounts).
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Questions about Edmund
Is Edmund Van Winkle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edmund holds no broker registration, and DLK Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edmund charge for financial advice?
Edmund's firm, DLK Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Edmund Van Winkle based?
Edmund Van Winkle is based in Mercer Island, Washington.
Is Edmund Van Winkle registered with the SEC?
Yes. Edmund Van Winkle is registered as an investment adviser representative in WA (CRD 7497834), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DLK Investment Advisors manage?
DLK Investment Advisors reports $140.7M across 95 accounts in assets under management.
How do I contact Edmund Van Winkle?
Contact details aren't on file yet. Search for DLK Investment Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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