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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EVASON, KENNETH, LYLE | I | MANAGING MEMBER; CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| EVASON, KENNETH, LYLE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| EVASON, KENNETH, LYLE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| EVASON, KENNETH, LYLE | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| EVASON, PAMELA, LEE | I | VICE PRESIDENT - INVESTMENT RESEARCH AND ADMINISTRATION | NA | |
| EVASON INVESTMENT, LLC | DE | MEMBER | E | Control |
| EVASON INVESTMENT, LLC | DE | MEMBER | E | Control |
| EVASON INVESTMENT, LLC | DE | MEMBER | E | Control |
| EVASON INVESTMENT, LLC | DE | MEMBER | E | Control |
| EVASON, PAMELA, LEE | I | MANAGING DIRECTOR | B | |
| EVASON, PAMELA, LEE | I | MANAGING DIRECTOR | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EVASON, KIMBERLEY, JANE | I | EVASON INVESTMENT, LLC | F | |
| EVASON, KIMBERLEY, JANE | I | EVASON INVESTMENT, LLC | F | |
| EVASON, KIMBERLEY, JANE | I | EVASON INVESTMENT, LLC | F | |
| EVASON, KIMBERLEY, JANE | I | EVASON INVESTMENT, LLC | F | |
| EVASON, PAMELA, LEE | I | EVASON INVESTMENT, LLC | F | |
| EVASON, PAMELA, LEE | I | EVASON INVESTMENT, LLC | F | |
| EVASON, BARBARA, LEE | I | EVASON INVESTMENT, LLC | C | Control |
| EVASON, BARBARA, LEE | I | EVASON INVESTMENT, LLC | C | Control |
| EVASON, BARBARA, LEE | I | EVASON INVESTMENT, LLC | C | Control |
| EVASON, BARBARA, LEE | I | EVASON INVESTMENT, LLC | C | Control |
| EVASON, KENNETH, LYLE | I | EVASON INVESTMENT, LLC | C | Control |
| EVASON, KENNETH, LYLE | I | EVASON INVESTMENT, LLC | C | Control |
| EVASON, KENNETH, LYLE | I | EVASON INVESTMENT, LLC | C | Control |
| EVASON, KENNETH, LYLE | I | EVASON INVESTMENT, LLC | C | Control |
Registrations
Federal
IA
Mar 29, 2012 REGISTERED
Notice Filings (1)
WI
Address
11414 WEST PARK PLACESUITE 202
MILWAUKEE, WI 53224
United States
Phone: 414-716-6150