Windermere Wealth Advisors, LLC

Overview

Windermere Wealth Advisors, LLC is an independently owned registered investment adviser operating as a limited liability company. The firm serves both individual and family clients as well as institutional clients, and it provides a mix of financial planning and portfolio management services. Its advisory scope includes planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, and the selection or oversight of other advisers and sub‑advisors. The firm charges fees on a percentage-of-AUM basis and also uses hourly and fixed-fee arrangements for some engagements. Windermere identifies as a capital allocator and is not listed as an active ESG investor. It is organized and marketed as a single-state adviser rather than a multi-state practice.

Assets & Accounts

Public Holdings

Investments & Alternatives