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WIND POINT PARTNERS

CHICAGO, IL · CRD 156485 · IAPD ↗ · wppartners.com · 312-255-4800

$8.58BRegulatory AUM
26Advisory reps
50Employees
0Clients
n/aPlanning clients
15Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — WIND POINT PARTNERS reported RAUM up 31% ($6.56B -> $8.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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