WINDEMERE ADVISORS, LLC

Overview

Windemere Advisors, LLC is a small independent registered investment adviser serving individual and family clients. The firm operates as a capital allocator and focuses on personalized financial planning and portfolio management, including selecting sub-advisers where appropriate. Its advisory model blends fee-based AUM billing with hourly and other charges, indicating a mix of ongoing managed relationships and project-based planning work. Investment activity centers on publicly traded pooled vehicles, with the firm favoring mutual funds as its primary allocation vehicle. The adviser does not report active ESG investing and is not positioned as a multi-state or pension consultant adviser; its client base and service set are concentrated on individuals and small-business-related portfolios. Industry affiliations include collaboration with accounting professionals, suggesting integrated tax-aware planning for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices