SEC Form ADV

WINDROCK WEALTH MANAGEMENT

Firm profile: WindRock Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserILPrivate Equity
$363.2M
Assets Under Management
583
Total Clients
5
Employees
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Registration Details

Accession
CRD-166124
Location
NAPERVILLE, IL
Filing Date
March 17, 2026
AUM
$363.2M
Total Clients
583
Employees
5
Amendment
No

Client Types

IndividualsHNW Individuals

Investment Strategies

Private Equity

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1.

  • SCM OPPORTUNITY I LLCPrivate Equity Fund—

About this Adviser

WINDROCK WEALTH MANAGEMENT is a registered investment adviser headquartered in NAPERVILLE, IL, managing approximately $363.2M in assets across 583 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.