Windrock Wealth Management

Windrock Wealth Management (CRD# 166124) is a financial advisory firm headquartered in Naperville, IL. They manage $415,293,280 in 345 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
225 West Jefferson Avenue, Suite 2, Naperville, IL 60540
https://www.youtube.com/user/windrockwealth
By the Numbers
  • Total Assets Under Management
    415
    MILLION
  • Total Number of Accounts
    345
    ACCOUNTS
  • Average Account Value
    $1,203,749
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, IL

Financial Advisors at Windrock Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Casey, financial advisor Naperville IL
Christopher P. Casey
CRD#: 6587454
225 West Jefferson Avenue, Suite 2, Naperville, IL 60540

Christopher Casey (CRD# 6587454) is an Investment Advisor Representative working at Windrock Wealth Management in Naperville, IL and has 1 year of experience in the finance industry.

2
Brett Rentmeester, financial advisor Naperville IL
Brett K. Rentmeester
CRD#: 2631078
225 West Jefferson Avenue, Suite 2, Naperville, IL 60540

Brett Rentmeester (CRD# 2631078) is an Investment Advisor Representative working at Windrock Wealth Management in Naperville, IL 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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