Windrock Wealth Management Llc
- Regulatory AUM
- $363M
- Discretionary
- $363M
- Clients
- 83
- Avg AUM / client
- $4.4M
- Accounts
- 583
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 32 | $20.8M | 5.72% |
| High net worth individuals | 51 | $342M | 94.3% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Scm Opportunity I Llc | Private Equity Fund | Arizona | $0 | 39 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brett Kristian Rentmeester | Managing Member/Chief Compliance Officer | CFA | Aug 2008 (18y) | ≈ 56.25% – 100% via Declaration Of Trust Of Brett K. Rentmeester Dated August 14, 2008 |
| Christopher Patrick Casey | Registered representative | CFA | Jan 2016 (11y) | |
| Brandy C Maben | Registered representative | Jul 2022 (4y) | ||
| Austin Miller Kent | Registered representative | Jul 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Declaration Of Trust Of Brett K. Rentmeester Dated August 14, 2008 | Member | Sep 2012 | A | 75% or more |
| Oceanrock, Llc | Owner | Dec 2020 | A | 75% or more |
| Declaration Trust Of Brent K. Rentmeester Dated August 14, 2008 | Owner | Dec 2020 | B | ≈ 56.25% – 100% via Oceanrock, Llc |
Estimated effective ownership (look-through of filed bands):
- Brett Kristian Rentmeester: 75% – 100% of Declaration Of Trust Of Brett K. Rentmeester Dated August 14, 2008 × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Declaration Trust Of Brent K. Rentmeester Dated August 14, 2008: 75% – 100% of Oceanrock, Llc × 75% – 100% direct ≈ 56.25% – 100% 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.
Private funds (1, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Scm Opportunity I Llc | Private Equity Fund | $0 | $50.0K | 39 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.19 MB | 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $166M (46% of AUM) Mar 2026
- Kingdom Trust Company $6.7M (4% of AUM) Jan 2019
- Equity Institutional $5.0M (3% of AUM) Oct 2019
- Vantage $1.6M (1% of AUM) Jan 2019
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 17, 2026.
View current Form ADV (SEC/IAPD) ↗