Windermere Wealth Advisors, LLC

windermerewealth.com

Milwaukee, Wisconsin, United States

1-10 employees

LinkedIn Profile

About Windermere Wealth Advisors, LLC

strategic financial planning & investment management, construction of allweather investment portfolios, financial & investment education, independent registered investment advisor model, money management, consolidated investment reporting, independent advisor, fiduciary, retirement planning, fiduciary standard, fiduciary duty, customized financial solutions, other financial investment activities, client education, high-touch service model, personalized financial guidance, financial planning serv

Windermere Wealth Advisors, LLC's Tech Stack

AI/ML

Decision Makers at Windermere Wealth Advisors, LLC

1 contact

Ken Evason

CEO & Chief Investment Officer

k***@windermerewealth.com Sign up to view

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10 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

WordPress as a CMS signals a content-driven or SMB digital presence. SEO tools, hosting solutions, and page-builder plugins are natural fits for outreach.

Windermere Wealth Advisors, LLC's Position in the StackWho Database

• Windermere Wealth Advisors, LLC is 1 of 4,084 investment management companies tracked in StackWho.
• 4,071 investment management companies in our database have verified decision-maker emails (100% of the cohort).
• 3,194 companies in Wisconsin are in the StackWho database.
• 2,106 investment management companies are in the 1-10 employee range (same size as Windermere Wealth Advisors, LLC).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does Windermere Wealth Advisors, LLC use?

Windermere Wealth Advisors, LLC uses Outlook, Microsoft Office 365, WordPress.org, Google Font API, Mobile Friendly, Render, and 4 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Windermere Wealth Advisors, LLC?

StackWho has verified email addresses for 1 decision maker at Windermere Wealth Advisors, LLC. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Windermere Wealth Advisors, LLC directly for sales, recruiting, or partnerships.

What industry is Windermere Wealth Advisors, LLC in?

Windermere Wealth Advisors, LLC operates in the investment management industry, headquartered in Milwaukee, Wisconsin, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Windermere Wealth Advisors, LLC's contact data?

Yes. StackWho Pro members can export decision maker contact data for Windermere Wealth Advisors, LLC and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.