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Windermere Wealth Advisors
WINDERMERE WEALTH ADVISORS, LLC is an SEC-registered investment adviser in ELM GROVE, WI. The firm manages $84 million in assets, $64 million on a...
Windermere Wealth Advisors
WINDERMERE WEALTH ADVISORS, LLC is an SEC-registered investment adviser in ELM GROVE, WI. The firm manages $84 million in assets, $64 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Elm Grove
Corporate office
Seattle, WA, United States
Sector focus
Frequently asked questions
How does Windermere Wealth Advisors source proprietary deal flow?
The firm likely sources deal flow through its network of high-net-worth families connected to Windermere Real Estate and Pacific Northwest businesses. No specific proprietary deal strategy is publicly documented. The platform's reach across regional entrepreneurs and real estate professionals may provide unique access.
Is Windermere Wealth Advisors structured as a single family office or a multi-family office?
Windermere operates as a multi-family office, serving multiple families rather than one. Its name and history suggest affinity to the Windermere Real Estate network, but it is not a captive single-family office.
What investment stages and asset classes does Windermere Wealth Advisors typically target?
The firm covers public equities, fixed income, private investments, and real assets. Stage preferences are not publicly disclosed. Its approach is wealth preservation and intergenerational transfer, which suggests a balanced, low-turnover mandate.
Where does the underlying wealth served by Windermere Wealth Advisors come from?
The wealth base likely originates from Pacific Northwest real estate, particularly connections to Windermere Real Estate, and from local business founders and entrepreneurs. No specific family names or exact sources are publicly attributed.
Does Windermere Wealth Advisors maintain philanthropic structures separate from its investment operations?
The firm offers philanthropic advising among its services. Whether it manages separate foundations is not publicly known. Its role likely extends to helping clients establish donor-advised funds or private foundations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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