LP Profile

WindRock Wealth Management

Also known as windrock wealth

Wealth ManagerNaperville, United StatesFounded 2012
$356M
Assets Under Management
Naperville
Headquarters
Investment Focus

About WindRock Wealth Management

WindRock provides customized investment advisory services specializing in the needs of wealthy individual investors.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to WindRock Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$363.2M
Total Clients
583
Filing Date
March 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to WindRock Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is WindRock Wealth Management?

WindRock Wealth Management is a wealth manager based in Naperville, United States, managing approximately $356M in assets.

Where is WindRock Wealth Management headquartered?

WindRock Wealth Management is headquartered in Naperville, United States.

How much does WindRock Wealth Management manage?

WindRock Wealth Management manages approximately $356M in assets under management.

When was WindRock Wealth Management founded?

WindRock Wealth Management was founded in 2012.

How can I contact WindRock Wealth Management?

Verified contact details, key decision-makers, and investment preferences for WindRock Wealth Management are available on LPbacked. Create a free account to access them.