CRD: 153114
Windermere Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-15-2010
- Office Locations
- 1
Office Locations
About Windermere Wealth Advisors, LLC
Windermere Wealth Advisors, LLC is an Elm Grove, WI RIA providing fiduciary, conflict-free advice with no product sales or commissions. The team delivers high-touch, highly customized financial planning and portfolio construction for individuals, families, and entrepreneurs, including estate, retirement, and business-succession planning. Investment approach emphasizes asset allocation and risk management, often implemented with ETF portfolios on Schwab.
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Owner & Executives
PAMELA LEE EVASON
Chief Compliance Officer, MANAGING DIRECTOR, Owner
- CRD
- #5771930
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,580,175 | $876,937 |
| Non-Discretionary | $20,642,850 | $870,982 |
| Total | $84,223,025 | $873,689 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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