AW
AW

Andrew Murphy Windham

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B

Fee Structure

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Location

1065 Andrew Drive, West Chester, PA, 19380

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is an insurance agent and owner of Windbrook Solutions, where he independently sells life, annuities, disability insurance, and long-term care insurance, dedicating nearly full-time hours to this. He also owns College Planning Institute and Georgia Prep Sport Network, dedicating about a quarter of his time and minimal time, respectively.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Retirement Wealth Advisors, INC.
August 2016 - January 2020 · 3 yrs 5 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.