Windmark Investment Partners, Inc.
Windmark Investment Partners, Inc. is an SEC-registered ria in Wilmington, DE with $233.3M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Windmark Investment Partners, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131880, SEC 801-63587, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $233.3M (2026-03-24)
- Firm type
- Ria
- Location
- Wilmington, DE
- Employees
- 14
- CRD
- 131880
- Ownership
- ASHFORD, THEODORE, H; GOODERHAM, ROBERT, DONALD; DREW, LINDA, M.; MUSTO, GARRY, A; SUESS, THEODORE, JOHN
How much AUM does Windmark Investment Partners, Inc. have?
Windmark Investment Partners, Inc. reported $233.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Windmark Investment Partners, Inc.?
Disclosed owners and executives of Windmark Investment Partners, Inc. include ASHFORD, THEODORE, H, GOODERHAM, ROBERT, DONALD, DREW, LINDA, M., MUSTO, GARRY, A, SUESS, THEODORE, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.