Windermere Wealth Advisors, LLC Employee Directory

Q: What is Windermere Wealth Advisors, LLC known for?

Windermere Wealth Advisors, LLC was founded in 2010. Windermere Wealth Advisors, LLC operates in the Investment Management industry.

Investment ManagementUnited States2-10 Employees

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.

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

Windermere Wealth Advisors, LLC Global Highlights

North America
2

United States Of America
2

Windermere Wealth Advisors, LLC's Leadership

K. E.
Ceo & Chief Investment Officer
Mobile Phone
Email
P. E.
Managing Director And Owner
Mobile Phone
Email

Contact profiles from Windermere Wealth Advisors, LLC

Name

Title

Contact Info

Location

Last Update

P. E.
Managing Director And Owner
Mobile Phone
Email
United StatesWisconsin
Nov 11, 2025
K. E.
Ceo & Chief Investment Officer
Mobile Phone
Email
United StatesWisconsin
Sep 12, 2025

Frequently Asked Questions

What is Windermere Wealth Advisors, LLC known for?

Windermere Wealth Advisors, LLC was founded in 2010 operates in the Investment Management industry. The company's main headquarters is located in 13435 Watertown Plank Rd, Suite 6 Elm Grove, Wisconsin 53122, US; 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?

Windermere 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?

Windermere Wealth Advisors, LLC has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Windermere Wealth Advisors, LLC's key employees include:

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

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