WINDERMERE WEALTH ADVISORS, LLC

Overview

Windermere Wealth Advisors, LLC is an independent, individual-owned registered investment adviser that serves both individuals/families and institutional clients. The firm operates as a capital allocator and offers financial planning, discretionary portfolio management for individuals/small businesses as well as for businesses or institutions, and selection of other advisers. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee arrangements. Investment positioning skews toward publicly traded equities as the primary building block for portfolios. The firm is not registered as an active ESG investor, and it does not identify as a multi-state adviser or pension consultant. Services are delivered through both discretionary and non-discretionary mandates, with a material tilt toward discretionary management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices