DFX Intelligence

Data Factory

RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

WINDMARK INVESTMENT PARTNERS, INC.

CRD 131880

WILMINGTON, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:406cb255-689f-50d4-e862-11ee7284b0a7

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Nov 30, 2011 to Mar 24, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $233MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $233M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $38.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 12
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2
SEC number: 801-63587
CRD: 131880
Filings on the tape: 25
First filed: Nov 30, 2011
Latest filed: Mar 24, 2026
Organised: Corporation, DE
Website: windmarkip.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT DONALD GOODERHAM	Chartered Financial Analyst	WILMINGTON, DE	21	22	n/a	no
SETH JORDAN YABLONOVITZ	Chartered Financial Analyst	WILMINGTON, DE	12	20	n/a	no
GARRY A MUSTO	n/a	WILMINGTON, DE	7	21	n/a	no
ANDREW MARK DINGER	Chartered Financial Analyst	WILMINGTON, DE	5	24	n/a	no
DANIEL ERIC BARNER	Chartered Financial Analyst	WILMINGTON, DE	3	12	n/a	no
Julia Elise Delack	n/a	Wheaton, IL \| WILMINGTON, DE	2	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GOODERHAM, ROBERT, DONALD	DIRECTOR AND SHAREHOLDER	C	yes	10/2017	Nov 30, 2011	Mar 7, 2024
MUSTO, GARRY, A	DIRECTOR AND SHAREHOLDER	C	yes	10/2017	Nov 30, 2011	Mar 7, 2024
SMITH, SOPHIA, SUE	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND SHAREHOLDER	Na	yes	02/2018	Feb 14, 2018	Mar 7, 2024
YABLONOVITZ, SETH, JORDAN	DIRECTOR AND SHAREHOLDER	C	yes	10/2017	Nov 30, 2011	Mar 7, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$233M	$233M	14	12	1	n/a	n/a
2024	Mar 5, 2025	$225M	$225M	14	12	1	n/a	n/a
2023	Mar 7, 2024	$226M	$226M	15	13	2	n/a	n/a
2022	Mar 24, 2023	$215M	$215M	15	13	2	n/a	n/a
2021	Mar 25, 2022	$282M	$282M	15	13	2	n/a	n/a
2020	Mar 26, 2021	$283M	$283M	14	12	2	n/a	n/a
2019	Mar 28, 2020	$254M	$254M	13	11	0	n/a	n/a
2018	Mar 27, 2019	$216M	$216M	12	10	0	n/a	n/a
2017	Oct 26, 2017	$223M	$223M	11	9	0	n/a	n/a
2016	Nov 30, 2016	$189M	$189M	11	9	n/a	n/a	n/a
2015	Dec 7, 2015	$172M	$172M	12	9	n/a	n/a	n/a
2014	Dec 5, 2014	$198M	$198M	13	9	n/a	n/a	n/a
2013	Nov 29, 2013	$173M	$173M	10	8	n/a	n/a	n/a
2012	Nov 29, 2012	$163M	$163M	10	9	n/a	n/a	n/a
2011	Nov 30, 2011	$10B	$106M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$233M	$225M	3.6%	$215M	2.7%	14	14	1	1

Relationships

Registered with (6)

← Julia Elise DelackAdvisorregistration: current employment
Oct 23, 2023 to presentfactForm ADV
← DANIEL ERIC BARNERAdvisorregistration: current employment
Jan 16, 2023 to presentfactForm ADV
← ANDREW MARK DINGERAdvisorregistration: current employment
Apr 22, 2021 to presentfactForm ADV
← GARRY A MUSTOAdvisorregistration: current employment
Oct 5, 2018 to presentfactForm ADV
← SETH JORDAN YABLONOVITZAdvisorregistration: current employment
Mar 11, 2014 to presentfactForm ADV
← ROBERT DONALD GOODERHAMAdvisorregistration: current employment
Jan 27, 2005 to presentfactForm ADV

Controls (4)

← YABLONOVITZ, SETH, JORDANOwnerDIRECTOR AND SHAREHOLDER, ownership code C, individual
Nov 30, 2011 to Mar 7, 2024factForm ADV
← GOODERHAM, ROBERT, DONALDOwnerDIRECTOR AND SHAREHOLDER, ownership code C, individual
Nov 30, 2011 to Mar 7, 2024factForm ADV
← MUSTO, GARRY, AOwnerDIRECTOR AND SHAREHOLDER, ownership code C, individual
Nov 30, 2011 to Mar 7, 2024factForm ADV
← SMITH, SOPHIA, SUEOwnerCHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND SHAREHOLDER, ownership code NA, individual
Feb 14, 2018 to Mar 7, 2024factForm ADV

Dated events

Occurred
Aug 1, 2022
Control person left
E Sara Williams (Director And Shareholder) no longer on Schedule A of Windmark Investment Partners, Inc. (listed 2022-03-25, absent 2022-08-01)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:406cb255-689f-50d4-e862-11ee7284b0a7
First observed: Nov 30, 2011
Last observed: Mar 24, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WINDMARK INVESTMENT PARTNERS, INC.

CRD 131880

WILMINGTON, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:406cb255-689f-50d4-e862-11ee7284b0a7

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:55 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT DONALD GOODERHAM

Chartered Financial Analyst

WILMINGTON, DE

n/a

SETH JORDAN YABLONOVITZ

Chartered Financial Analyst

WILMINGTON, DE

n/a

GARRY A MUSTO

n/a

WILMINGTON, DE

n/a

ANDREW MARK DINGER

Chartered Financial Analyst

WILMINGTON, DE

n/a

DANIEL ERIC BARNER

Chartered Financial Analyst

WILMINGTON, DE

n/a

Julia Elise Delack

n/a

Wheaton, IL | WILMINGTON, DE

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GOODERHAM, ROBERT, DONALD

DIRECTOR AND SHAREHOLDER

yes

10/2017

Nov 30, 2011

Mar 7, 2024

MUSTO, GARRY, A

DIRECTOR AND SHAREHOLDER

yes

10/2017

Nov 30, 2011

Mar 7, 2024

SMITH, SOPHIA, SUE

CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND SHAREHOLDER

yes

02/2018

Feb 14, 2018

Mar 7, 2024

YABLONOVITZ, SETH, JORDAN

DIRECTOR AND SHAREHOLDER

yes

10/2017

Nov 30, 2011

Mar 7, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$233M

n/a

2024

Mar 5, 2025

$225M

n/a

2023

Mar 7, 2024

$226M

n/a

2022

Mar 24, 2023

$215M

n/a

2021

Mar 25, 2022

$282M

n/a

2020

Mar 26, 2021

$283M

n/a

2019

Mar 28, 2020

$254M

n/a

2018

Mar 27, 2019

$216M

n/a

2017

Oct 26, 2017

$223M

n/a

2016

Nov 30, 2016

$189M

n/a

2015

Dec 7, 2015

$172M

n/a

2014

Dec 5, 2014

$198M

n/a

2013

Nov 29, 2013

$173M

n/a

2012

Nov 29, 2012

$163M

n/a

2011

Nov 30, 2011

$10B

$106M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$233M

$225M

3.6%

$215M

2.7%