WINDERMERE WEALTH ADVISORS, LLC
CRD #153114 SEC #801-71158 MILWAUKEE, WI 414-716-6150
SEC Registered
Total AUM
$48.4M
Discretionary
$21.9M
Employees
1
Clients
0
Accounts
52
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $48.1M | $21.9M | $26.1M | 1 | 11 |
| Mar 2012 | $48.4M | $21.9M | $26.5M | 1 | 11 |
| Jun 2010 | $27.8M | $27.8M | $0 | 5 | -- |
| Mar 2010 | $0 | $0 | $0 | 5 | -- |
DateMay 2012
Total AUM$48.1M
Discretionary$21.9M
Non-Disc.$26.1M
Employees1
Clients11
DateMar 2012
Total AUM$48.4M
Discretionary$21.9M
Non-Disc.$26.5M
Employees1
Clients11
DateJun 2010
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--