Windrock Wealth Management

Windrock Wealth Management (CRD# 166124) is a financial advisory firm headquartered in Naperville, IL. They manage $134,023,197 in 83 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $1,614,737
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
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.

AZ, IL

Financial Advisors at Windrock Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Christopher P. Casey
CRD#: 6587454
29 South Webster Street, Suite 350, Naperville, IL 60540
90
Wealthminder
score

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 K. Rentmeester
CRD#: 2631078
29 South Webster Street, Suite 350, Naperville, IL 60540
90
Wealthminder
score

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.

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