Wyndfall Financial Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,145,362
Clients
5
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$429,072
About
Wyndfall Financial Inc (legal name Peticular Care Inc as shown on its Form ADV) serves a small number of individual clients and provides portfolio management and related financial planning services; its filing reports approximately $2.15 million in assets under management and five clients. The firm also integrates accounting-related services into its offering rather than operating solely as a traditional investment-only adviser.
According to its regulatory disclosure, Wyndfall manages individual portfolios and uses a percentage-of-AUM fee arrangement for advisory services, and it offers educational seminars or workshops as part of its client engagement. The firm’s Form ADV also indicates that it does not act as an adviser to private funds.
Compared with peers in the "other" category, Wyndfall’s combination of accounting services, live educational programming, and direct portfolio management for non‑high‑net‑worth individuals is atypical for firms of this type and scale. That mix, together with its small client base and modest AUM, suggests a hands‑on, integrated tax/accounting and investment focus rather than work concentrated on institutional clients or private funds.
Client services
Portfolio management
Educational seminars or workshops
Main office location
Wyndfall Financial Inc
1591 N. 1 St St., Suite 3
Hamilton MT 59840, United States
Number of offices
1
Most active in
Wyndfall Financial Inc has reported serving >5 clients in these states in the last 12 months.
Montana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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