# WINDSOR WEALTH MANAGEMENT, INC.

WINDSOR WEALTH MANAGEMENT, INC. of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 105279
- Type: SEC-registered investment adviser
- SEC file number: 801-28534
- Location: 500 E. 96TH STREET, SUITE 450, INDIANAPOLIS, IN, 46240
- Phone: 317-848-3005
- Latest filing: 2023-10-13
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $111K
- Clients: 14
- Accounts: 2,739

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| CLARK RANDALL DEAN | MEMBER; PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| MITZELL CHANNING FREDERICK | MEMBER; PRINCIPAL | — |
| SHUPE BRIAN TODD | PRINCIPAL | — |
| ULSAS MATTHEW | CHIEF COMPLIANCE OFFICER | — |
| ESPOSITO FRANK JOSEPH | PRINCIPAL | — |
| LEACH JAMES MICHAEL | PRINCIPAL | — |
| Woodworth Niki Fowler | DIRECTOR OF CLIENT SERVICES | — |
| ULSAS MATTHEW BRIAN | CHIEF COMPLIANCE OFFICER | — |
| KASPAR ROBERT STEPHEN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105279/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105279/similar
- Related entities: https://search.stillhousedata.com/firm/105279/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105279

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.