Windermere Wealth Advisors, Llc
- Regulatory AUM
- $84.2M
- Discretionary
- $63.6M
- Clients
- 54
- Avg AUM / client
- $1.6M
- Accounts
- 173
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 24 | $9.1M | 10.8% |
| High net worth individuals | 27 | $70.0M | 83.2% |
| Corporations and other businesses | 3 | $5.1M | 6.01% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Evason, Barbara, Lee | Member | Jun 2000 (26y) | ≈ 18.75% – 50% via Evason Investment, Llc | |
| Evason, Kenneth, Lyle | Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer And Managing Member | Jun 2000 (26y) | ≈ 18.75% – 50% via Evason Investment, Llc | |
| Evason, Kimberley, Jane | Member | Jun 2000 (26y) | GP / trustee / elected manager of Evason Investment, Llc (indirect) | |
| Pamela Lee Evason | Managing Director | CFA | Apr 2010 (16y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Evason Investment, Llc | Member | Dec 2009 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Evason, Barbara, Lee: 25% – 50% of Evason Investment, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Evason, Kenneth, Lyle: 25% – 50% of Evason Investment, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 06/15/2026 | 994 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $84.2M (100% of AUM) Jun 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: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗