WINDSOR WEALTH MANAGEMENT, INC.
SEC file number 801-28534
· INDIANAPOLIS, IN
https://windsorstore.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.37B
Discretionary AUM
$1.37B
Employees
14
Clients
—
Firm
- Address
- 500 E. 96TH STREET, SUITE 450
INDIANAPOLIS, IN 46240 - Phone
- —
- Website
- https://windsorstore.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
- ARCADIA WEALTH MANAGEMENT LLC\GA Medium name-match confidence · CIK 2132232 · GA
- US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
- Windward Management Partners LP Medium name-match confidence · CIK 1884286 · FL
- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
- Highwater Wealth Management LLC\DE Medium name-match confidence · CIK 2139770 · CA
- Winslow Capital Management, LLC Medium name-match confidence · CIK 900973 · MN
- Private Wealth Asset Management, LLC Medium name-match confidence · CIK 1883006 · NE
-
Private Wealth Asset Management, LLC · D · Aug 21, 2026$5.7M
-
Highwater Wealth Management LLC\DE · D · Jun 24, 2026
-
RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
-
ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026
-
Winslow Capital Management, LLC · D/A · Apr 14, 2026
-
Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
-
Strata Solas Wealth Management LLC · D · Jan 20, 2026
-
US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
-
Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
-
Windward Management Partners LP · D/A · Sep 25, 2025
-
Winslow Capital Management, LLC · D/A · Apr 16, 2025
-
Cantata Wealth Management, LLC · D · Feb 19, 2025$2M