WINDMUEHLE, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
295685
Registered since
December 16, 2024

Firm profile

FINTRX

Overview

Windmuehle, LLC is a limited liability company that registered with the SEC in 2024. The firm appears to be privately owned by a combination of a domestic entity and an individual. FINTRX classifies the adviser as unclassified and indicates it is not a capital allocator. The firm is not identified as an active ESG investor, is not multi-state, and does not act as a pension consultant or a related adviser under the FINTRX snapshot. FINTRX also lists Windmuehle, LLC as a sponsor, general partner, and managing member of pooled investment vehicles, which signals the firm’s involvement in creating and running private funds in addition to any advisory activities it may perform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JASON SCHUBERT

    Chief Financial OfficerCRD 6077647

Contacts

1 of 1
  • Robert Lee

    Founder and Managing MemberCRD 6940449

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1717 W 6th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth