Tech stack
No one at Windmark Investment Partners, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
State Street
Per Form ADV · $143M held · filed Mar 2024
Wells Fargo
Per Form ADV · $67M held · filed Mar 2024