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Windermere Wealth Advisors, LLC Employee Directory

Investment ManagementWisconsin, United States2-10 Employees

Windermere Wealth Advisors, LLC operates as an independent, fee-based wealth management firm that delivers personalized financial guidance to individuals. Founded in 2010, the company is based in the Milwaukee area, specifically Elm Grove, Wisconsin, and maintains a small professional team.

The firm targets individuals at varying life stages who may feel uncertain about managing money, offering guidance designed to replace worry with practical knowledge. Its services are customized to each client's financial path, prioritizing clarity and comprehension over opaque advice. Within the investment management industry, Windermere Wealth Advisors emphasizes independence and aims to support clients in navigating their financial decisions with confidence.

Find Windermere Wealth Advisors, LLC employees' phone numbers or email addresses

Windermere Wealth Advisors, LLC Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Windermere Wealth Advisors, LLC's Leadership

  • Stylized image of a person
    K. E.
    Ceo & Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. E.
    Managing Director And Owner
    Phone icon
    Mobile Phone

Windermere Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Windermere Wealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. E.
    Managing Director And Owner
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Apr 21, 2026
  • Stylized image of a person
    K. E.
    Ceo & Chief Investment Officer
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Jun 01, 2026

Frequently Asked Questions

What is Windermere Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconWindermere Wealth Advisors, LLC was founded in 2010 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-262-696-****
. Explore Windermere Wealth Advisors, LLC's company overview page for more information.

What is Windermere Wealth Advisors, LLC's most common email format?

Minus sign iconPlus sign iconWindermere Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Windermere Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Windermere Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconWindermere Wealth Advisors, LLC has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Windermere Wealth Advisors, LLC's key employees and leadership?

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As of August 2026, Windermere Wealth Advisors, LLC's key employees include:

  • Ceo & Chief Investment Officer: K. E.
  • Managing Director And Owner: P. E.

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