Windermere Wealth Advisors Revenue

Investment Management • Elm Grove, Wisconsin, United States • 1-10 Employees

Windermere Wealth Advisors revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Windermere Wealth Advisors

Pam Evason

Managing Director and Owner

Company overview

Headquarters	13435 Watertown Plank Rd, Suite 6, Elm Grove, Wisconsin 53122, US
Phone number	+14147597824
Website	windermerewealth.com
NAICS	5231
Keywords	Money Management, Consolidated Investment Reporting, Construction Of All-Weather Investment Portfolios, Financial And Investment Education, Independent Registered Investment Advisor Model
Founded	2010
Employees	1-10
Socials

Windermere Wealth Advisors Email Formats

Windermere Wealth Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@windermerewealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@windermerewealth.com	100%

About Windermere Wealth Advisors

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 financial journey Your financial life is a journey. Why navigate it alone? We started our firm in 2010 for one simple reason – to empower individuals to traverse their unique financial journey with confidence 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 help them navigate their own unique financial journey with confidence.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Windermere Wealth Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Windermere Wealth Advisors has never raised funding before.

Windermere Wealth Advisors Tech Stack

Discover the technologies and tools that power Windermere Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

Showit

Page builders

Animate.css

UI frameworks

Microsoft 365

Cloudflare

CDN

Twitter Emoji

Font scripts

Genesis theme

WordPress themes

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

Hammer.js

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Windermere Wealth Advisors is located in Elm Grove, Wisconsin, US.

You can reach Windermere Wealth Advisors at +14147597824.

Windermere Wealth Advisors generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Windermere Wealth Advisors has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Windermere Wealth Advisors was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Windermere Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Windermere Wealth Advisors

Pam Evason

Managing Director and Owner

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