Windermere Wealth Advisors, LLC

Windermere Wealth Advisors, LLC (CRD# 153114) is a financial advisory firm headquartered in Milwaukee, WI. They manage $27,636,318 in 140 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $197,402
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 L. Evason
CRD#: 4513002
342 N. Water Street, Suite 600, Milwaukee, WI 53202
90
Wealthminder
score

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

2
Pamela L. Evason
CRD#: 5771930
342 N. Water Street, Suite 600, Milwaukee, WI 53202
90
Wealthminder
score

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

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