WindRock Wealth Management
Financial Services • 
Naperville, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 225 W Jefferson Ave, Suite 2, Naperville, Illinois 60540, US |
| Phone number | +13126509602 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Investment Planning, Private Investments, Estate Planning, Wealth Planning, Austrian Economics, Entrepreneurial-Minded Advisors |
| Employees | 1-10 |
| Socials |
Key Contact at WindRock Wealth Management
Christopher Casey
Founder and Managing Director
WindRock Wealth Management Email Formats
WindRock Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@windrockwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@windrockwealth.com | 50% |
{first name}.{last name} | john.doe@windrockwealth.com | 50% |
About WindRock Wealth Management
Our investment philosophy’s core belief is that investment success in today’s increasingly uncertain world requires a strong focus on assessing the prevailing macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We’ve blended the best elements of a Registered Investment Adviser (RIA) model with key attributes of a family office investing. That allows us to guide clients as a trusted voice while seeking unique private investments and implementing sophisticated planning more typically associated with wealthy family office groups. We are not a brokerage firm. We are not beholden to Wall Street. We are an independently owned firm dedicated to serving our clients.
WindRock Wealth Management revenue & valuation
| Annual revenue | $4,978,976 |
| Revenue per employee | $996,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
WindRock Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
WindRock Wealth Management has never raised funding before.
WindRock Wealth Management Tech Stack
Discover the technologies and tools that power WindRock Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Web servers
JavaScript libraries
Databases
Tag managers
Programming languages
Miscellaneous
Analytics
Blogs
JavaScript libraries
JavaScript libraries
Analytics
WordPress themes
Germany
United Kingdom
NetherlandsFrequently asked questions
4.8
40,000 users
