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WINDSOR CAPITAL MANAGEMENT, LLC

PHOENIX, AZ · CRD 116593 · IAPD ↗ · moneyuncomplicated.net · 480-515-3514

$703.4MRegulatory AUM
5Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — WINDSOR CAPITAL MANAGEMENT, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
February 2024 — WINDSOR CAPITAL MANAGEMENT, LLC changed its website from windsorcapitalmanagement.com to moneyuncomplicated.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.