What departments does Windsor Wealth Management have?

Windsor Wealth Management has employees across 2 departments including Administrative, Consultant.

What is the largest department at Windsor Wealth Management?

The largest department at Windsor Wealth Management is Administrative with 1 employees.

Where are Windsor Wealth Management employees located globally?

Windsor Wealth Management has employees across 3 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, New Zealand.

How has Windsor Wealth Management's team size changed over time?

Windsor Wealth Management's team has remained stable from approximately 4 to 4 employees based on available data.

Windsor Wealth Management Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Windsor Wealth Management is a financial services firm headquartered in Indianapolis, Indiana, at 500 East 96th Street, 46240 United States. It is registered as an investment adviser with the U.S. Securities and Exchange Commission and has notice filings in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Michigan, New Jersey, New York, Ohio, Oregon, Tennessee, Texas, Vermont, and Virginia. The company is affiliated with Windsor Financial Services, and securities are offered through Crown Capital Securities, L.P., a registered broker/dealer and member of FINRA and SIPC. The firm employs between 11 and 50 people, and its revenue is reported in the range of $1 million to $10 million. The firm maintains a website at https://windsorwealth.com.

Windsor Wealth Management Global Highlights

North America
14

United States Of America
14

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

New Zealand
1

Windsor Wealth Management's Leadership

K. B.
Director Of Client Services
Mobile Phone
Email
B. D.
Office Manager
Mobile Phone
Email
R. S.
Client Service Manager
Mobile Phone
Email
B. D.
Senior Consultant
Mobile Phone
Email
H. J.
Principal
Mobile Phone
Email
M. W.
Senior Wealth Advisor
Mobile Phone
Email
D. C.
Wealth Management Associate
Mobile Phone
Email

Windsor Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Windsor Wealth Management

Name

Title

Contact Info

Location

Last Update

K. B.
Director Of Client Services
Mobile Phone
Email
Oct 22, 2024
B. D.
Office Manager
Mobile Phone
Email
United StatesGeorgia
Feb 16, 2026
R. S.
Client Service Manager
Mobile Phone
Email
Oct 17, 2024
B. D.
Senior Consultant
Mobile Phone
Email
Oct 21, 2024
H. J.
Principal
Mobile Phone
Email
Oct 21, 2024
M. W.
Senior Wealth Advisor
Mobile Phone
Email
Aug 05, 2024
D. C.
Wealth Management Associate
Mobile Phone
Email
United StatesMassachusetts
Oct 22, 2024

Frequently Asked Questions

What is Windsor Wealth Management known for?

Windsor Wealth Management was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 500 East 96th Street Indianapolis, Indiana 46240 United States; you can contact the main corporate office by phone at

+1-317-848-****

. Explore Windsor Wealth Management's company overview page for more information.

What is Windsor Wealth Management's most common email format?

Windsor Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Windsor Wealth Management email formats with LeadIQ.

How many employees does Windsor Wealth Management have currently?

Windsor Wealth Management has approximately 15 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Windsor Wealth Management's key employees and leadership?

As of December 2025, Windsor Wealth Management's key employees include:

Director Of Client Services: K. B.
Office Manager: B. D.
Client Service Manager: R. S.
Senior Consultant: B. D.
Principal: H. J.

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Windsor Wealth Management Employee Directory

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