Windermere Wealth Advisors, LLC, is an independent fee-based wealth management firm located in Milwaukee, WI. *A firm built on trust and independence *A firm providing advice you can understand and that understands you *A service offering customized to you and your wealth story We started our firm in 2010 for one simple reason – to empower individuals to live their best financial lives. We understand that every person faces their own unique financial concerns. Regardless of your stage in life or your level of assets, it is natural to feel unprepared to handle the challenges and a bit uncertain as to the best path forward. We understand. That is why we are here. We work with clients to replace fear and anxiety with education and empowerment. We work with clients to build their financial self esteem and confidence. We work with clients to create their best financial lives
View Top Employees from Windermere Wealth Advisors, LLCWebsite | https://www.windermerewealth.com |
Revenue | $654000 |
Employees | 4 (4 on RocketReach) |
Founded | 2010 |
Address | 342 North Water Street Suite 600, Milwaukee, Wisconsin 53212, US |
Phone | (414) 759-7824 |
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Industry | Investment Management, Finance General, Finance |
Competitors | Celaya Wealth Management, Commencement Financial Planning LLC, Covenant Wealth Advisors, Relative Value Partners, LLC, Selkirk Wealth Advisors, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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The Windermere Wealth Advisors, LLC annual revenue was $654000 in 2024.
Ken Evason is the Chief Executive Officer and Chief Investment Officer of Windermere Wealth Advisors, LLC.
4 people are employed at Windermere Wealth Advisors, LLC.
Windermere Wealth Advisors, LLC is based in Milwaukee, Wisconsin.
The NAICS codes for Windermere Wealth Advisors, LLC are [5239, 523, 52, 52393].
The SIC codes for Windermere Wealth Advisors, LLC are [62, 628].