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WINDROCK WEALTH MANAGEMENT

WINDROCK WEALTH MANAGEMENT LLC

CRD 166124 · SEC 801-106722

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225 WEST JEFFERSON AVENUE, SUITE 2, NAPERVILLE, IL, 60540, United States

Phone

312-650-9593

Fax

312-277-7118

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$363.2M

Discretionary AUM

$363.2M

Team

5 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

No

Services

Portfolio management (individuals)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals32$20.8M
High net worth individuals51$342.4M

States served

AZ, IL, MI

All web addresses on file

Official SEC filing: View on IAPD