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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-13-2013
- Office Locations
- 3
Office Locations
About Windrock Wealth Management
WindRock Wealth Management is an RIA that blends family office-style services with macro-driven portfolio construction informed by free-market Austrian economics. The firm focuses on retirees and entrepreneurs/business owners concerned about inflation and debt-driven market risk, avoiding static stock/bond mixes in favor of more adaptive positioning. Offers financial planning (including tax and estate planning) and manages portfolios using ETFs plus public and private funds; custody includes Schwab and it supports Tamarac/Envestnet workflows.
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Owner & Executives
BRETT KRISTIAN RENTMEESTER
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2631078
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Christopher Patrick Casey
Managing Director
- CRD
- #6587454
Austin Miller Kent
Senior Investment Advisor
- CRD
- #7404302
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $363,227,815 | $623,032 |
| Non-Discretionary | $0 | -- |
| Total | $363,227,815 | $623,032 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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