Institutional
    SEC Registered

    Windmark Investment Partners, Inc.

    Registered investment advisor · Wilmington, Delaware · CRD #131880

    Assets Under Management
    $233M
    Client Accounts
    2
    Employees
    14
    CRD Number
    131880
    Registration
    SEC Registered
    Custodian
    State Street Bank Corporation, Wells Fargo Clearing Services, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Windmark Investment Partners, Inc.

    Windmark Investment Partners, Inc. is a SEC-registered investment advisory firm headquartered in Wilmington, Delaware, managing approximately $233M in regulatory assets across 2 client accounts. The firm's full regulatory record is filed with the SEC under CRD #131880.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Windmark Investment Partners, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Windmark Investment Partners, Inc.'s AUM?

    Windmark Investment Partners, Inc. reports approximately $233M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Windmark Investment Partners, Inc. headquartered?

    Windmark Investment Partners, Inc. is headquartered in Wilmington, Delaware.

    What is Windmark Investment Partners, Inc.'s CRD number?

    Windmark Investment Partners, Inc.'s CRD number is 131880. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Windmark Investment Partners, Inc. manage?

    Windmark Investment Partners, Inc. manages approximately 2 client accounts according to its latest SEC filing.

    Is Windmark Investment Partners, Inc. SEC registered?

    Yes, Windmark Investment Partners, Inc. is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Delaware

    Wilmington Trust Investment Advisors, Inc.
    Wilmington, DE · $17.8B AUM
    Wilmington Funds Management Corporation
    Wilmington, DE · $16.1B AUM
    Brandywine Managers, LLC
    Hockessin, DE · $14B AUM
    Great Valley Advisor Group, LLC
    Wilmington, DE · $10.6B AUM
    Dupont Capital Management
    Wilmington, DE · $10.1B AUM
    Spearhead Administrative Services, LLC
    Greenville, DE · $3.8B AUM
    See all top RIA firms in Delaware →

    Research firms like Windmark Investment Partners, Inc. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial