Investment adviser · CRD 153114

WINDERMERE WEALTH ADVISORS, LLC

Investment adviser filing (IA)

MILWAUKEE, WI, United States · Form ADV filed May 29, 2012

Regulatory AUM
$48.1M
Form ADV · Item 5.F
Client accounts
55
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 29, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

11414 WEST PARK PLACE, SUITE 202
MILWAUKEE, WI, 53224, United States

CRD 153114

Filing source

Form ADV 647184 · May 29, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.