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| WindRock Wealth Management LLC
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|---|---|
| CRD # | 166124 |
| SEC # | 801-106722 |
| CIK # | |
| AUM | 363.2 M (2026-03-17) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 312-650-9593 |
| Address | 225 West Jefferson Avenue, Suite 2 Naperville, IL 60540 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | SCM Opportunity I LLC | 2016-09-01 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 20.8 |
| (b) Individuals (high net worth individuals) | 51 | 342.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 583 | 363.2 |
| By Discretionary | ||
| Discretionary | 583 | 363.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 583 | 363.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 363.2 | |
| Total | 583 | 363.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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|---|---|---|
|
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|
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|
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WA | 233.8 M |
|
Authentic Counsel LLC
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|
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|
Trademark Capital Management Inc
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GA | 150.8 M |
|
Kruse Asset Management LLC
✚
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IL | 146.2 M |