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Windrock Wealth Management LLC

● SEC registered since 2015CRD 166124SEC# 801-106722Naperville, IL
Export (members)
Ranks #4,307 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$290.6M
Fund GAV
Private funds
1
Employees
4
Accounts
539
Location
Naperville, IL

Windrock Wealth Management LLC assets under management

Windrock Wealth Management LLC is an SEC-registered investment adviser based in Naperville, IL. The firm has been registered since 2015. It reports $290.6 million in regulatory assets under management and employs 4 people. Windrock Wealth Management LLC manages 1 private fund, including Scm Opportunity I LLC. By regulatory assets, it ranks 4,307 of 5,911 private fund managers.

Windrock Wealth Management LLC private funds

1 funds · — GAV
FundTypeGross assetsMin.
Scm Opportunity I LLCPrivate Equity$50K

Windrock Wealth Management LLC owners & executives

5 reported
NameTitleOwnershipSince
Brett Kristian Rentmeester ControlManaging Member/Chief Compliance OfficerUnder 5%2012
Declaration of Trust of Brett K. Rentmeester Dated August 14, 2008 ControlMemberOver 75%2012
Oceanrock, LLC ControlOwnerOver 75%2020
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Frequently asked questions

How much does Windrock Wealth Management LLC manage?

Windrock Wealth Management LLC reports $290.6 million in regulatory assets under management on its Form ADV.

How many private funds does Windrock Wealth Management LLC manage?

Windrock Wealth Management LLC manages 1 private funds with combined gross assets of undisclosed value.

How many employees does Windrock Wealth Management LLC have?

Windrock Wealth Management LLC reports 4 employees.

Where is Windrock Wealth Management LLC located?

Windrock Wealth Management LLC is based in Naperville, IL and has been SEC-registered since 2015.

Does Windrock Wealth Management LLC disclose fund performance?

Windrock Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address225 West Jefferson Avenue, Suite 2, Naperville, IL 60540
Phone312-650-9593
Fax312-277-7118
Office hours9:00a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$290.6M
Non-discretionary$0
Total (RAUM)$290.6M

Service providers