Windmark Investment Partners, Inc.
- Regulatory AUM
- $233M
- Discretionary
- $233M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 2
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | Fewer than 5 clients | $132M | 56.4% |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | $102M | 43.6% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Donald Gooderham | President And Chief Operating Officer | CFA | Apr 2004 (22y) | 25% – 50% |
| Seth Jordan Yablonovitz | Director And Shareholder | CFA | Mar 2014 (12y) | 25% – 50% |
| Garry A Musto | Director And Shareholder | Oct 2017 (9y) | 25% – 50% | |
| Smith, Sophia, Sue | Chief Compliance Officer, Chief Financial Officer And Shareholder | Feb 2018 (9y) | Less than 5% | |
| Andrew Mark Dinger | Registered representative | CFA | Apr 2021 (5y) | |
| Daniel Eric Barner | Registered representative | CFA | Jan 2023 (4y) | |
| Julia Elise Delack | Registered representative | Oct 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- State Street $132M (56% of AUM) Mar 2026
- Wells Fargo $76.4M (33% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗