WINDROCK WEALTH MANAGEMENT LLC
Legal name: WINDROCK WEALTH MANAGEMENT
CRD #166124 SEC #801-106722 NAPERVILLE, IL 312-650-9593
SEC Registered Private Funds
Total AUM
$290.6M
Discretionary
$290.6M
Employees
4
Clients
--
Accounts
539
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $290.6M | $290.6M | $0 | 4 | 0 |
| Mar 2025 | $290.6M | $290.6M | $0 | 4 | 0 |
| Mar 2024 | $415.3M | $415.3M | $0 | 4 | 0 |
| Mar 2024 | $415.3M | $415.3M | $0 | 4 | 0 |
| May 2023 | $342.8M | $342.8M | $0 | 3 | 0 |
| Mar 2023 | $342.8M | $342.8M | $0 | 3 | 0 |
| Oct 2022 | $356.5M | $356.5M | $0 | 2 | 0 |
| Aug 2022 | $356.5M | $356.5M | $0 | 2 | 0 |
| Feb 2022 | $356.5M | $356.5M | $0 | 2 | 0 |
| Mar 2021 | $214.2M | $214.2M | $0 | 2 | 0 |
| Feb 2021 | $164.3M | $164.3M | $0 | 2 | 0 |
| Jan 2021 | $164.3M | $164.3M | $0 | 2 | 0 |
| Jan 2021 | $164.3M | $164.3M | $0 | 2 | 0 |
| Jun 2020 | $164.3M | $164.3M | $0 | 2 | 0 |
| Mar 2020 | $164.3M | $164.3M | $0 | 2 | 0 |
| Oct 2019 | $158.2M | $158.2M | $0 | 2 | 0 |
| Jul 2019 | $158.2M | $158.2M | $0 | 2 | 0 |
| Apr 2019 | $158.2M | $158.2M | $0 | 2 | 0 |
| Mar 2019 | $158.2M | $158.2M | $0 | 2 | 0 |
| Jan 2019 | $155.9M | $155.9M | $0 | 4 | 0 |
| Apr 2018 | $155.9M | $155.9M | $0 | 4 | 0 |
| Mar 2018 | $155.9M | $155.9M | $0 | 4 | 0 |
| Aug 2017 | $136.1M | $136.1M | $0 | 4 | 26 |
| May 2017 | $136.1M | $136.1M | $0 | 4 | 26 |
| Mar 2017 | $136.1M | $136.1M | $0 | 4 | 26 |
| Sep 2016 | $139.2M | $139.2M | $0 | 4 | 26 |
| Jun 2016 | $134M | $134M | $0 | 4 | 26 |
| Mar 2016 | $133M | $133M | $0 | 4 | 26 |
| Mar 2016 | $133M | $133M | $0 | 4 | 26 |
| Feb 2016 | $133M | $133M | $0 | 4 | 26 |
| Jan 2016 | $123.8M | $123.8M | $0 | 4 | 11 |
| Oct 2015 | $123.8M | $123.8M | $0 | 4 | 11 |
| Sep 2015 | $123.8M | $123.8M | $0 | 4 | 11 |
DateJul 2025
Total AUM$290.6M
Discretionary$290.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$290.6M
Discretionary$290.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$415.3M
Discretionary$415.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$415.3M
Discretionary$415.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$356.5M
Discretionary$356.5M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$356.5M
Discretionary$356.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$356.5M
Discretionary$356.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$164.3M
Discretionary$164.3M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$164.3M
Discretionary$164.3M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$164.3M
Discretionary$164.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$164.3M
Discretionary$164.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$164.3M
Discretionary$164.3M
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2019
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2017
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees4
Clients26
DateMay 2017
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2017
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees4
Clients26
DateSep 2016
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees4
Clients26
DateJun 2016
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees4
Clients26
DateFeb 2016
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees4
Clients26
DateJan 2016
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees4
Clients11
DateOct 2015
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees4
Clients11
DateSep 2015
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees4
Clients11