Windermere Wealth Advisors, LLC
Windermere Wealth Advisors, LLC is an SEC-registered wealth manager with $48.1M assets under management (AUM, regulatory AUM), -37% over one year. See who owns Windermere Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153114, data through 2012-05-29.
- AUM (assets under management / regulatory AUM)
- $48.1M (2012-05-29)
- Firm type
- Wealth Manager
- Employees
- 30
- CRD
- 153114
- Ownership
- EVASON INVESTMENT, LLC; EVASON, PAMELA, LEE; EVASON, KIMBERLEY, JANE; EVASON, KIMBERLEY; EVASON, KENNETH, LYLE
How much AUM does Windermere Wealth Advisors, LLC have?
Windermere Wealth Advisors, LLC reported $48.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-05-29).
Who owns Windermere Wealth Advisors, LLC?
Disclosed owners and executives of Windermere Wealth Advisors, LLC include EVASON INVESTMENT, LLC, EVASON, PAMELA, LEE, EVASON, KIMBERLEY, JANE, EVASON, KIMBERLEY, EVASON, KENNETH, LYLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.