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WINDERMERE WEALTH ADVISORS, LLC
CRD 153114 · SEC 801-71158
13435 WATERTOWN PLANK ROAD, SUITE 6, ELM GROVE, WI, 53122, United States
Phone
414-759-7824
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$84.2M
Discretionary AUM
$63.6M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $9.1M |
| High net worth individuals | 27 | $70.0M |
| Corporations/business entities | 3 | $5.1M |
All web addresses on file
Official SEC filing: View on IAPD