Steven David Fleuriet
Investment adviser representative at Winnacle Wealth, LLC
13 yearsExperience
1 stateRegistered in
$145MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Winnacle Wealth, LLCMay 2025 to now
- Winnow Wealth, LLCJul 2023 to now
- Morgan Advanced Materials PlcJul 2021 to May 2023
- John Wood Group PlcDec 2013 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Winnacle Wealth, LLC
$145MAssets managed
385Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8034332
- Firm CRD
- 317181