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WINDROCK WEALTH MANAGEMENT LLC

Doing business as WINDROCK WEALTH MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$363,227,815
Discretionary
$363,227,815
Non-discretionary
$0

Firm details

CRD number
166124
SEC file number
801-106722
Main office
NAPERVILLE, IL, United States
Employees
5
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Performance-based

As of October 2026.