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Windsor Wealth Management

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
CRD Number
Website windsor-wealthmanagement.com
Client types

Overview

Windsor Wealth Management, LLC is an independent private wealth advisory and risk management firm located in Gladwyne, Pennsylvania. Directed by seasoned wealth professional Ronald L. Wall, the practice specializes in delivering personalized financial planning roadmaps, holistic tax-sensitive asset configuration, and specialized family insurance strategies. In May 2026, the firm was fully acquired by Stratos Wealth Holdings in a structured equity arrangement backed by majority institutional parent SEI. The transition provides Windsor with an expanded national technology stack, institutional custodian networks, and back-office scaling support while preserving the team's localized leadership and client-first relationship structure.

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Address

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

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