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WINDROCK WEALTH MANAGEMENT LLC, CRD 166124
NAPERVILLE, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BRETT KRISTIAN RENTMEESTER | Chartered Financial Analyst | NAPERVILLE, IL | 13 | 24 | n/a | no |
| Christopher Patrick Casey | Chartered Financial Analyst | NAPERVILLE, IL | 10 | 13 | n/a | no |
| Brandy C Maben | n/a | NAPERVILLE, IL | TUCSON, AZ | 4 | 14 | 2 | no |
| Austin Miller Kent | n/a | Ann Arbor, MI | NAPERVILLE, IL | 1 | 11 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SCM OPPORTUNITY I LLC | Private Equity Fund | $0 | Mar 19, 2024 | 39 | Sep 1, 2016 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DECLARATION OF TRUST OF BRETT K. RENTMEESTER DATED AUGUST 14, 2008 | Member | E | yes | 09/2012 | Sep 25, 2015 | Mar 19, 2024 |
| DECLARATION TRUST OF BRENT K. RENTMEESTER DATED AUGUST 14, 2008 | Owner | E | yes | 12/2020 | Jan 11, 2021 | Mar 19, 2024 |
| OCEANROCK, LLC | Owner | E | yes | 12/2020 | Mar 15, 2021 | Mar 19, 2024 |
| RENTMEESTER, BRETT, KRISTIAN | Trustee | E | yes | 08/2008 | Sep 25, 2015 | Mar 19, 2024 |
| RENTMEESTER, BRETT, KRISTIAN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | Na | yes | 09/2012 | Sep 25, 2015 | Mar 19, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SINGULARITY CAPITAL MANAGEMENT LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 17, 2026 | $363M | $363M | 5 | 4 | 0 | 1 | n/a |
| 2024 | Mar 27, 2025 | $291M | $291M | 4 | 3 | 0 | 1 | n/a |
| 2023 | Mar 18, 2024 | $415M | $415M | 4 | 3 | 0 | 1 | $0 |
| 2022 | Mar 24, 2023 | $343M | $343M | 3 | 3 | 0 | 1 | $0 |
| 2021 | Feb 18, 2022 | $356M | $356M | 2 | 2 | 0 | 1 | $0 |
| 2020 | Mar 15, 2021 | $214M | $214M | 2 | 2 | 0 | 1 | $0 |
| 2019 | Mar 25, 2020 | $164M | $164M | 2 | 2 | 1 | 1 | $102,459 |
| 2018 | Mar 25, 2019 | $158M | $158M | 2 | 2 | 1 | 1 | $1.8M |
| 2017 | Mar 29, 2018 | $156M | $156M | 4 | 2 | 1 | 1 | $1.8M |
| 2016 | Mar 23, 2017 | $136M | $136M | 4 | 2 | n/a | 1 | $1.8M |
| 2015 | Feb 24, 2016 | $133M | $133M | 4 | 2 | n/a | n/a | 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 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $363M | $291M | 25.0% | $343M | 1.9% | 5 | 4 | 0 | 0 |