Windermere Wealth Advisors, LLC

Windermere Wealth Advisors, LLC (CRD# 153114) is a financial advisory firm headquartered in Elm Grove, WI. They manage $79,899,562 in 233 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
13435 Watertown Plank Road, Suite 6, Elm Grove, WI 53122
https://www.linkedin.com/company/windermere-wealth-advisors-llc/
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $342,917
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Windermere Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth Evason, financial advisor Elm Grove WI
Kenneth L. Evason
CRD#: 4513002
13435 Watertown Plank Road, Suite 6, Elm Grove, WI 53122

Kenneth Evason (CRD# 4513002) is an Investment Advisor Representative working at Windermere Wealth Advisors, LLC in Elm Grove, WI and has 1 year of experience in the finance industry.

2
Pamela Evason, financial advisor Elm Grove WI
Pamela L. Evason
CRD#: 5771930
13435 Watertown Plank Road, Suite 6, Elm Grove, WI 53122

Pamela Evason (CRD# 5771930) is an Investment Advisor Representative working at Windermere Wealth Advisors, LLC in Elm Grove, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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