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WINDEMERE ADVISORS, LLC
CRD 283556
2701 WINDEMERE DRIVE, VALDOSTA, GA, 31602, United States
Phone
(229) 241-0576
Fax
(229) 241-0584
Registration
— (—)
Source
State registered
Total AUM
$23.8M
Discretionary AUM
$23.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; SELECTION OF OTHER ADVISERS FEES
Org form
Limited Liability Company
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $6.7M |
| High net worth individuals | 29 | $17.1M |
All web addresses on file
Official SEC filing: View on IAPD