Windmark Investment Partners, Inc.
● SEC registered since 2004CRD 131880SEC# 801-63587Wilmington, DE
Reg. AUM
$233.3M
Employees
14
Accounts
2
Location
Wilmington, DE
Windmark Investment Partners, Inc. assets under management
Windmark Investment Partners, Inc. is an SEC-registered investment adviser based in Wilmington, DE. The firm has been registered since 2004. It reports $233.3 million in regulatory assets under management and employs 14 people.
Windmark Investment Partners, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Garry A Musto Control | Managing Director And Shareholder | 25-50% | 2017 |
| Robert Donald Gooderham Control | President And Chief Operating Officer | 25-50% | 2004 |
| Robert Donald Gooderham Control | Managing Director And Shareholder | 25-50% | 2017 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Windmark Investment Partners, Inc. manage?
Windmark Investment Partners, Inc. reports $233.3 million in regulatory assets under management on its Form ADV.
How many employees does Windmark Investment Partners, Inc. have?
Windmark Investment Partners, Inc. reports 14 employees.
Where is Windmark Investment Partners, Inc. located?
Windmark Investment Partners, Inc. is based in Wilmington, DE and has been SEC-registered since 2004.
Does Windmark Investment Partners, Inc. disclose fund performance?
Windmark Investment Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Righter Parkway, Suite 105, Wilmington, DE 19803 |
| Phone | 302-691-0228 |
| Fax | 302-655-7348 |
| Office hours | 9:00a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$233.3M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$233.3Mregulatory AUM
Discretionary $233.3M