Thomas Wynn
Wynn Capital Management · Santa Cruz, California
Thomas Wynn is a fee-only financial advisor at Wynn Capital Management in Santa Cruz, California. Thomas focuses on sustainable & impact investing. Wynn Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Wynn Capital Management |
|---|---|
| Based in | Santa Cruz, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $102.0M across 273 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2322640 |
| Exams passed | Series 66 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wynncapital.com |
| Profile |
How Thomas's firm compares
- Wynn Capital Management's average account is about $374,000, from its Form ADV (assets managed divided by 273 accounts).
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Questions about Thomas
Is Thomas Wynn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Wynn Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Wynn Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Thomas charge?
According to Wynn Capital Management's website, checked October 30, 2026: no asset minimum.
Where is Thomas Wynn based?
Thomas Wynn is based in Santa Cruz, California.
What does Thomas specialize in?
Thomas's specialties include sustainable & impact investing.
Is Thomas Wynn registered with the SEC?
Yes. Thomas Wynn is registered as an investment adviser representative in CA (CRD 2322640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wynn Capital Management manage?
Wynn Capital Management reports $102.0M across 273 accounts in assets under management.
How do I contact Thomas Wynn?
Through Thomas's website, www.wynncapital.com.
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
- Wynn Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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