Windrock Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WindRock serves high‑net‑worth individuals, families and family offices with discretionary wealth management, family office solutions and retirement‑plan fiduciary consulting. The firm manages roughly $363 million in client assets and typically works with families that have multi‑million dollar portfolios and wealth management clients with mid‑six‑figure account sizes.
The firm follows a macro‑driven asset allocation process across four broad categories—global equities and tactical allocators, global bonds, hard assets and unique private investments—combining third‑party research, outside managers and in‑house judgment. Client communication and reporting include quarterly reports and webcasts and WindRock also distributes periodic newsletters and research pieces to clients.
What distinguishes WindRock from many peers is its active role in private fund activity: the firm sponsors and advises affiliated private investment vehicles and the principal holds minority ownership or advisory interests in several of those entities, creating situations where clients may be offered affiliated private offerings. WindRock also offers performance‑based fee arrangements for qualified clients on select strategies and has recently implemented limited use of AI tools to support research and operational workflows.
Client services
Expertise
Occupation focus
Fee options
Flat fees for specific projects vary, examples include Basic Financial Plan: $5,000 to $10,000, Investment Analysis: $3,000 and up
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.25% $3,000,001 - $8,000,000: 0.90% $8,000,001 - $18,000,000: 0.70% $18,000,001+: 0.25%
Hourly rates range from $200 to $500 per hour depending on the professional; examples include $500/hour for senior personnel
Performance-based fees typically up to 2.0% annual advisory fee and/or up to 30% of gains for qualified clients meeting criteria
Account minimum: $500,000 Minimum fee: Minimum quarterly fee of $1,875 for portfolios under $10 million; minimum quarterly fee of $12,500 for portfolios exceeding $10 million Fee-only: Fixed fees may be offered on a client-by-client basis, negotiated based on complexity and client needs, with minimum annual fees of $7,500 for Wealth Management and $50,000 for Family Office Solutions
Main office
See office225 West Jefferson Avenue, Suite 2
Naperville IL 60540
Advisors at this office
2
Offices (3)
Most active in
Arizona · Illinois · Michigan
Also doing business as
Cryptox Advisory · Windrock Wealth Management · Windrock Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Quick links
Advisors at this firm
Brett R
CFA®
Naperville, IL
Windrock Wealth Management
Brett Rentmeester is a CFA® charterholder and president of Windrock Wealth Management in Naperville, IL, with 13 years of industry experience. He was previously employed by Altair Advisers, a Chicago-based investment advisor, until early 2013. Rentmeester is also a partial owner of Iridius Investment Advisors LLC, a private fund advisory firm focused on real estate, cross-border, and financial services investments. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm emphasizes a macroeconomic, multi-year asset-allocation framework and offers clients access to private investment opportunities alongside traditional advisory services.
Brandy M
Series 66
Tucson, AZ
Windrock Wealth Management
Brandy Maben is a financial advisor at WindRock Wealth Management with six years of industry experience. She holds the Series 66 designation and has worked at firms including Levin Funding Group and KMS Financial. Outside of finance, she directs Arizona Swim Camp, a youth swim camp she has been involved with since 2015, and participates in nonprofit and professional organizations such as the MECP2 Duplication Foundation and the Southern Arizona Estate Planning Council. WindRock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm employs a macroeconomic, multi-year asset-allocation approach and offers access to traditional and alternative investments, including private placement opportunities.
Austin K
Series 65
Ann Arbor, MI
Windrock Wealth Management
Austin Kent is a financial advisor at Windrock Wealth Management in Ann Arbor, MI, holding a Series 65 designation with two years of industry experience. Prior to joining Windrock, he worked at MariPau Wealth Management and has experience with Inveniam.io and several other firms. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm employs a macroeconomic, multi-year asset-allocation approach across traditional and alternative investments and offers clients access to private placement opportunities alongside standard advisory services.
Christopher C
CFA®
Naperville, IL
Windrock Wealth Management
Christopher Casey is a CFA® charterholder with 10 years of industry experience. He has been with Windrock Wealth Management since 2013 and currently serves as an advisor at the firm in Naperville, IL. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors, providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm uses a macroeconomic, multi-year asset-allocation approach across traditional and alternative investments and is notable for sponsoring private funds and offering those opportunities to clients alongside standard advisory services.
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