# WINDERMERE WEALTH ADVISORS, LLC

WINDERMERE WEALTH ADVISORS, LLC of ELM GROVE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 153114
- Type: SEC-registered investment adviser
- SEC file number: 801-71158
- Location: 13435 WATERTOWN PLANK ROAD, ELM GROVE, WI, 53122
- Phone: 414-759-7824
- Latest filing: 2026-06-15
- Regulatory AUM: $84.2M
- Discretionary AUM: $63.6M
- Non-discretionary AUM: $20.6M
- Clients: 1
- Accounts: 173

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153114/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153114/similar
- Related entities: https://search.stillhousedata.com/firm/153114/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153114

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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.