# Windermere Wealth Advisors, LLC

> Windermere Wealth Advisors, LLC is a state-registered investment advisory firm in Elm Grove, WI, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 153114
- Filed as: WINDERMERE WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Elm Grove, WI
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153114
- AdvisorCensus page: https://advisorcensus.com/firm/windermere-wealth-advisors-llc-elm-grove-wi-153114

## Quick answers

**How is Windermere Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Windermere Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Windermere Wealth Advisors, LLC located?**
Windermere Wealth Advisors, LLC's principal office is in Elm Grove, WI, according to its Form ADV.

**Is Windermere Wealth Advisors, LLC registered with the SEC or a state?**
Windermere Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 153114.

**How much does Windermere Wealth Advisors, LLC manage?**
Windermere Wealth Advisors, LLC reports $84,223,025 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (75% discretionary).

**What types of clients does Windermere Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (24); corporations or other businesses not listed above (3).

**Does Windermere Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153114

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $84,223,025
- Discretionary: $63,580,175
- Non-discretionary: $20,642,850

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $9,113,478 |
| High net worth individuals | 27 | $70,045,119 |
| Corporations or other businesses not listed above | 3 | $5,064,428 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- windermerewealth.com
- LinkedIn @WINDERMERE-WEALTH-ADVISORS-LLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Windermere Wealth Advisors, LLC (CRD 153114): Form ADV filing data as of October 2026.