RIA Intel›Advisers›Indiana›WINDSOR WEALTH MANAGEMENT OPCO LLC

WINDSOR WEALTH MANAGEMENT OPCO LLC

Advisory

N·INDIANAPOLIS, IN

Data as of Oct 13, 2023 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

-29.3%

3-Year CAGR

-1.9%

Employees

9

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.4B

Non-Discretionary AUM$111K

Discretionary %100%

Total Clients—

Team

Total Employees9

Investment Advisers14

Employee Growth (1Y)—

Filing History

Total Filings on Record63

First FilingJan 29, 2001

Latest FilingOct 13, 2023

🔒 Full AUM trend chart and 63 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WINDSOR WEALTH MANAGEMENT OPCO LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.