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Windrock Wealth Managment LLC

EST. AUM
$363,227,815

CONTACTS
2

CLIENT ACCOUNTS
583

Firm Details

Metro area Chicago
CRD Number 166124
Website windrockwealth.com
Client types

Overview

WindRock Wealth Management is an independent investment management firm that operates under the principle that achieving investment success in today's uncertain environment necessitates a focus on the macroeconomic landscape, paired with an entrepreneurial approach to identify unique investment opportunities. The firm serves as a trusted advisor to a select clientele, including high net worth individuals, family offices, foundations, and retirement plans.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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