Windrock Wealth Management's Form ADV discloses 1.50% on the first $500,000, 1.25% on the next $2.5 million, 0.90% on the next $5 million, 0.70% on the next $10 million, and 0.25% on assets above $18 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #166124), Windrock Wealth Management is subject to fiduciary duty under federal law.
Windrock Wealth Management is headquartered in NAPERVILLE, IL.
Windrock Wealth Management serves 51 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, Windrock Wealth Management offers portfolio management for individuals and selection of other advisors. View all service details ↓
Windrock Wealth Management manages $363 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, Windrock Wealth Management serves high-net-worth individuals. View client details ↓