Windmark Investment Partners, Inc.

Overview

Windmark Investment Partners, Inc. is an SEC registered investment adviser based in Wilmington, DE, registered since 2004. It reports $233M in assets under management across 2 accounts, with 14 employees. It has 6 investment adviser representatives.

Reported AUM

$233M

Discretionary

100%

Accounts

2

Employees

14

Advisory reps

6

Registered since

2004

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Robert Donald Gooderham President, Chief Operating Officer, Managing Director CRD 4489319
• Garry A Musto Managing Director, Shareholder CRD 5035235
• Seth Jordan Yablonovitz Managing Director, Shareholder CRD 2766627

1 more executive officer, with direct contact details

Advisory reps 3 of 6

• Daniel Eric Barner Investment Adviser Rep CRD 5182087
• Julia Elise Delack Investment Adviser Rep CRD 7807381
• Andrew Mark Dinger Investment Adviser Rep CRD 4510865

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2 Righter Pkwy Ste 105
Wilmington, DE 19803

County

New Castle

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

South

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: windmarkip.com

Every state, with registration dates

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