Windmark Investment Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Wilmington, DE. Its latest Form ADV filing, dated March 24, 2026, reports $233M in regulatory assets under management, 14 employees, 1 office, and 2 accounts.
Assets Under Management
$233M
Employees
14
Offices
1 office
Total Clients
<5 each
Primary office
WILMINGTON, DE
2 RIGHTER PARKWAY, SUITE 105, WILMINGTON, DE, United States
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$233Mas of March 24, 2026
Discretionary100.0%
$233M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$233M
Total Accounts2
10Y AUM Change+$10M (+4.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee—
10Y Employee Change+3 (+27.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.