Windermere Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$79,158,597
Clients
51
Advisors
1
of 1 employees
About
Windermere Wealth Advisors provides investment supervisory services, financial planning, and consulting primarily for individual and high‑net‑worth clients as well as certain business entities. The firm reports managing about $84 million across roughly 51 client relationships and generally evaluates new clients at a $1 million aggregate account threshold, with exceptions considered on a case‑by‑case basis.
The firm develops a tailored Investment Policy Statement for each client and applies a top‑down Five‑Factor macro framework—assessing domestic and global growth, monetary conditions, inflation/labor markets, and market valuations—to guide sector and security selection. Portfolios are implemented using mutual funds, ETFs, individual securities, and, where appropriate, unaffiliated managers that Windermere evaluates on quantitative and qualitative criteria; accounts are typically managed on a discretionary basis with at least quarterly reporting and an annual in‑person review.
Distinctive for a supported firm of this size, Windermere operates with a small advisory team (two advisors) under a managing director who serves as the firm’s principal and sole employee and brings both accounting and CFA credentials. The firm also produces client periodicals and offers educational seminars and workshops—services that are relatively uncommon among comparable supported advisers and that supplement its ongoing reporting and planning services.
Client services
Expertise
Fee options
Negotiated flat fees are possible for project-based financial planning and consulting services.
$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.90% annually $3,000,000 - $5,000,000: 0.80% annually $5,000,000 - $7,500,000: 0.70% annually $7,500,000+: 0.50% annually
Up to $500 per hour depending on services and level of personnel for financial planning and consulting services.
Account minimum: $1 million Minimum fee: $10,000 minimum annual fee for investment supervisory services Fee-only: Fees disclosed for investment supervisory services; no commissions accepted.
Main office
13435 Watertown Plank Road, Suite 6
Elm Grove WI 53122
Advisors at this office
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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