# Windermere Wealth Advisors

Windermere Wealth Advisors is a Multi Family Office based in Elm Grove, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Elm Grove, United States
- **Region:** North America
- **Address:** Seattle, WA, United States
- **Assets under management:** Undisclosed
- **Website:** windermerewealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/windermere-wealth-advisors-llc

## Regulatory record

- **CRD number:** 153114
- **SEC file number:** 801-71158
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153114

## About

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 1 employees and 2 investment advisers.

## Sectors

- Wealth Management
- Investment Advisory
- Estate Planning

## Related profiles

- [Hermes Investment Management](https://altss.com/profile/hermes-investment-management-limited)
- [Quants Capital Management](https://altss.com/profile/quants-capital-management-inc)

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Last updated: 2026-07-06T01:24:28.999Z

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