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Building 2WINDERMERE WEALTH ADVISORS, LLC

Map pinMILWAUKEE, WI
Phone414-716-6150
NotebookSEC #801-71158
Total AUM
$48.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11414 WEST PARK PLACE
SUITE 202
MILWAUKEE
WI 53224
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
414-716-6150

ReceiptFinancials

Total AUM
$48.1M
Accounts
55
Discretionary
$21.9M
Accounts
25
Non-Discretionary
$26.1M
Accounts
30

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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