WINDERMERE WEALTH ADVISORS, LLC of ELM GROVE, WI is an SEC-registered investment adviser (CRD 153114). Regulatory assets under management: $84.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| EVASON KENNETH LYLE | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; MANAGER; CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER (+2 more) | — |
| EVASON PAMELA LEE | MANAGING DIRECTOR; MEMBER; VICE PRESIDENT - INVESTMENT RESEARCH AND ADMINISTRATION | — |
| EVASON KIMBERLEY JANE | MEMBER | — |
| EVASON BARBARA | MEMBER | — |
| EVASON KIMBERLEY | MEMBER | — |