WINDSOR WEALTH MANAGEMENT, INC.
CRD #105279 SEC #801-28534 INDIANAPOLIS, IN 317-848-3005
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
14
Clients
251
Accounts
2,739
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2023 | $1.4B | $1.4B | $111.2K | 14 | 0 |
| Oct 2023 | $1.4B | $1.4B | $111.2K | 14 | 0 |
| Oct 2023 | $1.4B | $1.4B | $111.2K | 14 | 0 |
| Mar 2023 | $1.4B | $1.4B | $111.2K | 14 | 0 |
| Nov 2022 | $1.9B | $1.9B | $75.4K | 14 | 0 |
| Jun 2022 | $1.9B | $1.9B | $75.4K | 14 | 0 |
| May 2022 | $1.9B | $1.9B | $75.4K | 14 | 0 |
| Mar 2022 | $1.9B | $1.9B | $75.4K | 14 | 0 |
| Mar 2022 | $1.9B | $1.9B | $75.4K | 16 | 0 |
| Nov 2021 | $1.7B | $1.7B | $44.1K | 15 | 0 |
| Mar 2021 | $1.7B | $1.7B | $44.1K | 15 | 0 |
| Nov 2020 | $1.5B | $1.5B | $0 | 16 | 0 |
| Sep 2020 | $1.5B | $1.5B | $0 | 16 | 0 |
| Jun 2020 | $1.5B | $1.5B | $0 | 16 | 0 |
| Apr 2020 | $1.5B | $1.5B | $0 | 18 | 0 |
| Feb 2020 | $1.5B | $1.5B | $0 | 18 | 0 |
| Nov 2019 | $1.2B | $1.2B | $0 | 18 | 0 |
| Sep 2019 | $1.2B | $1.2B | $0 | 16 | 0 |
| Mar 2019 | $1.2B | $1.2B | $0 | 16 | 0 |
| Nov 2018 | $1.2B | $1.2B | $0 | 16 | 0 |
| Nov 2018 | $1.2B | $1.2B | $0 | 16 | 0 |
| Aug 2018 | $1.2B | $1.2B | $0 | 16 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 16 | 0 |
| May 2017 | $978.9M | $978.9M | $0 | 14 | 800 |
| May 2017 | $978.9M | $978.9M | $0 | 14 | 800 |
| Feb 2017 | $978.9M | $978.9M | $0 | 14 | 800 |
| Oct 2016 | $856.7M | $856.7M | $0 | 13 | 700 |
| Mar 2016 | $856.7M | $856.7M | $0 | 13 | 700 |
| Feb 2016 | $856.7M | $856.7M | $0 | 13 | 700 |
| Dec 2015 | $830.1M | $830.1M | $0 | 13 | 600 |
| Sep 2015 | $830.1M | $830.1M | $0 | 12 | 600 |
| Jul 2015 | $830.1M | $830.1M | $0 | 12 | 600 |
| Feb 2015 | $830.1M | $830.1M | $0 | 12 | 600 |
| Nov 2014 | $799.8M | $799.8M | $0 | 12 | 600 |
| Jul 2014 | $799.8M | $799.8M | $0 | 12 | 600 |
| Feb 2014 | $799.8M | $799.8M | $0 | 12 | 600 |
| Feb 2013 | $723.9M | $723.9M | $0 | 12 | 600 |
| Mar 2012 | $618.4M | $618.4M | $0 | 6 | 600 |
| Mar 2011 | $556.7M | $556.7M | $0 | 10 | -- |
| Mar 2011 | $483.9M | $483.9M | $0 | 10 | -- |
| Feb 2011 | $483.9M | $483.9M | $0 | 10 | -- |
| Dec 2010 | $483.9M | $483.9M | $0 | 10 | -- |
| Mar 2009 | $403.2M | $403.2M | $0 | 10 | -- |
| Mar 2008 | $528.3M | $528.3M | $0 | 10 | -- |
| Jan 2008 | $512.1M | $512.1M | $0 | 10 | -- |
| Mar 2007 | $512.1M | $512.1M | $0 | 10 | -- |
| Feb 2007 | $408.7M | $408.7M | $0 | 10 | -- |
| Nov 2006 | $408.7M | $408.7M | $0 | 10 | -- |
| Mar 2006 | $408.7M | $408.7M | $0 | 10 | -- |
| Nov 2005 | $362.3M | $289.9M | $72.5M | 10 | -- |
| Sep 2005 | $362.3M | $289.9M | $72.5M | 10 | -- |
| May 2004 | $324.6M | $285.6M | $38.9M | 10 | -- |
| Mar 2004 | $324.6M | $285.6M | $38.9M | 10 | -- |
| Nov 2003 | $244.7M | $30.1M | $214.6M | 10 | -- |
| Mar 2002 | $264.9M | $24.8M | $240M | 10 | -- |
DateOct 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$111.2K
Employees14
Clients0
DateOct 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$111.2K
Employees14
Clients0
DateOct 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$111.2K
Employees14
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$111.2K
Employees14
Clients0
DateNov 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$75.4K
Employees14
Clients0
DateJun 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$75.4K
Employees14
Clients0
DateMay 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$75.4K
Employees14
Clients0
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$75.4K
Employees14
Clients0
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$75.4K
Employees16
Clients0
DateNov 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$44.1K
Employees15
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$44.1K
Employees15
Clients0
DateNov 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateSep 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateApr 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees18
Clients0
DateFeb 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees18
Clients0
DateNov 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients0
DateSep 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients0
DateNov 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients0
DateNov 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients0
DateAug 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients0
DateMay 2017
Total AUM$978.9M
Discretionary$978.9M
Non-Disc.$0
Employees14
Clients800
DateMay 2017
Total AUM$978.9M
Discretionary$978.9M
Non-Disc.$0
Employees14
Clients800
DateFeb 2017
Total AUM$978.9M
Discretionary$978.9M
Non-Disc.$0
Employees14
Clients800
DateOct 2016
Total AUM$856.7M
Discretionary$856.7M
Non-Disc.$0
Employees13
Clients700
DateMar 2016
Total AUM$856.7M
Discretionary$856.7M
Non-Disc.$0
Employees13
Clients700
DateFeb 2016
Total AUM$856.7M
Discretionary$856.7M
Non-Disc.$0
Employees13
Clients700
DateDec 2015
Total AUM$830.1M
Discretionary$830.1M
Non-Disc.$0
Employees13
Clients600
DateSep 2015
Total AUM$830.1M
Discretionary$830.1M
Non-Disc.$0
Employees12
Clients600
DateJul 2015
Total AUM$830.1M
Discretionary$830.1M
Non-Disc.$0
Employees12
Clients600
DateFeb 2015
Total AUM$830.1M
Discretionary$830.1M
Non-Disc.$0
Employees12
Clients600
DateNov 2014
Total AUM$799.8M
Discretionary$799.8M
Non-Disc.$0
Employees12
Clients600
DateJul 2014
Total AUM$799.8M
Discretionary$799.8M
Non-Disc.$0
Employees12
Clients600
DateFeb 2014
Total AUM$799.8M
Discretionary$799.8M
Non-Disc.$0
Employees12
Clients600
DateFeb 2013
Total AUM$723.9M
Discretionary$723.9M
Non-Disc.$0
Employees12
Clients600
DateMar 2012
Total AUM$618.4M
Discretionary$618.4M
Non-Disc.$0
Employees6
Clients600
DateMar 2011
Total AUM$556.7M
Discretionary$556.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$483.9M
Discretionary$483.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$483.9M
Discretionary$483.9M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$483.9M
Discretionary$483.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$403.2M
Discretionary$403.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$528.3M
Discretionary$528.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$512.1M
Discretionary$512.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$512.1M
Discretionary$512.1M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$408.7M
Discretionary$408.7M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$408.7M
Discretionary$408.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$408.7M
Discretionary$408.7M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$362.3M
Discretionary$289.9M
Non-Disc.$72.5M
Employees10
Clients--
DateSep 2005
Total AUM$362.3M
Discretionary$289.9M
Non-Disc.$72.5M
Employees10
Clients--
DateMay 2004
Total AUM$324.6M
Discretionary$285.6M
Non-Disc.$38.9M
Employees10
Clients--
DateMar 2004
Total AUM$324.6M
Discretionary$285.6M
Non-Disc.$38.9M
Employees10
Clients--
DateNov 2003
Total AUM$244.7M
Discretionary$30.1M
Non-Disc.$214.6M
Employees10
Clients--
DateMar 2002
Total AUM$264.9M
Discretionary$24.8M
Non-Disc.$240M
Employees10
Clients--