Windrock Wealth Management
Windrock Wealth Management is an SEC-registered wealth manager in Naperville, IL with $363.2M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Windrock Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166124, SEC 801-106722, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $363.2M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Naperville, IL
- Employees
- 5
- Clients
- 83
- CRD
- 166124
- Ownership
- DECLARATION OF TRUST OF BRETT K. RENTMEESTER DATED AUGUST 14, 2008; RENTMEESTER, BRETT, KRISTIAN; OCEANROCKS, LLC; INDUS HOLDINGS LLC; JAGGI, GURPREET, SINGH
How much AUM does Windrock Wealth Management have?
Windrock Wealth Management reported $363.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Windrock Wealth Management?
Disclosed owners and executives of Windrock Wealth Management include DECLARATION OF TRUST OF BRETT K. RENTMEESTER DATED AUGUST 14, 2008, RENTMEESTER, BRETT, KRISTIAN, OCEANROCKS, LLC, INDUS HOLDINGS LLC, JAGGI, GURPREET, SINGH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.