Windrock Wealth Management LLC
● SEC registered since 2015CRD 166124SEC# 801-106722Naperville, IL
Ranks #4,330 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$363.2M
Fund GAV
—
Private funds
1
Employees
5
Accounts
583
Location
Naperville, IL
Windrock Wealth Management LLC assets under management
Windrock Wealth Management LLC is an SEC-registered investment adviser based in Naperville, IL. The firm has been registered since 2015. It reports $363.2 million in regulatory assets under management and employs 5 people. Windrock Wealth Management LLC manages 1 private fund, including Scm Opportunity I LLC. By regulatory assets, it ranks 4,330 of 6,004 private fund managers.
Windrock Wealth Management LLC private funds
1 funds · — GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Scm Opportunity I LLC | Private Equity | — | $50K |
Windrock Wealth Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Kristian Rentmeester Control | Managing Member/Chief Compliance Officer | Under 5% | 2012 |
| Declaration of Trust of Brett K. Rentmeester Dated August 14, 2008 Control | Member | Over 75% | 2012 |
| Oceanrock, LLC Control | Owner | Over 75% | 2020 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Windrock Wealth Management LLC manage?
Windrock Wealth Management LLC reports $363.2 million in regulatory assets under management on its Form ADV.
How many private funds does Windrock Wealth Management LLC manage?
Windrock Wealth Management LLC manages 1 private funds with combined gross assets of undisclosed value.
How many employees does Windrock Wealth Management LLC have?
Windrock Wealth Management LLC reports 5 employees.
Where is Windrock Wealth Management LLC located?
Windrock Wealth Management LLC is based in Naperville, IL and has been SEC-registered since 2015.
Does Windrock Wealth Management LLC disclose fund performance?
Windrock Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 West Jefferson Avenue, Suite 2, Naperville, IL 60540 |
| Phone | 312-650-9593 |
| Fax | 312-277-7118 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$363.2M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
AUM vs fund managersTop 72%
Larger than 28% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$363.2Mregulatory AUM
Discretionary $363.2M
Service providers
Custodian