Investment adviser · CRD 105279

WINDSOR WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

WINDSOR WEALTH MANAGEMENT OPCO LLC

INDIANAPOLIS, IN, United States · Form ADV filed Oct 13, 2023

Regulatory AUM
$1.37B
Form ADV · Item 5.F
Client accounts
2,739
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
9
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals277$960,174,81369.9%
Individuals540$272,520,08419.9%
Retirement plans23$82,590,4566.0%
Corporations & businesses12$39,060,2702.8%
Charities14$18,357,5961.3%
Filing source

Form ADV 1793577 · Oct 13, 2023 · Item 5.D

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

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: Oct 13, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

500 E. 96TH STREET, SUITE 450
INDIANAPOLIS, IN, 46240, United States

CRD 105279

Filing source

Form ADV 1793577 · Oct 13, 2023 · 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.