RIA Intel›Advisers›Georgia›WINDEMERE ADVISORS, LLC

WINDEMERE ADVISORS, LLC

Advisory

VALDOSTA, GA

Data as of Jan 7, 2026 · Source: SEC Form ADV

Average account

$350K

across 68 accounts

AUM per adviser

$24M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM

$24M

Discretionary %

100%

Clients

42

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients42

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, GA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

42 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

BARON FINANCIAL SERVICES INC

ATLANTA, GA

$24M

-23.2% 1Y

BLUEPRINT FINANCIAL STRATEGIES, LLC

EATONTON, GA

$24M

LIGHTHOUSE INVESTMENT ADVISORS, INC.

$24M

BARBER LACKEY FINANCIAL GROUP LLC

GREENSBORO, GA

$24M

-3.9% 1Y

SANDERS YEARIAN ADVISORY GROUP, INC.

WEST POINT, GA

$24M

0.0% 1Y

KERNS WEALTH MANAGEMENT, LLC

ATLANTA, GA

$23M

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