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| Happy Holidays!! thanks for using AUM13F!! |
| Westward Investment Advisory LLC
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| CRD # | 281742 |
| SEC # | 801-118800 |
| CIK # | |
| AUM | $489.5 M (2025-03-24) |
| Employees | 5 (60% Investors, 20% Brokers) |
| Phone | 414-716-6300 |
| Address | 4200 W 83rd Street Prairie Village, KS 66208 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 2.3 |
| (b) Individuals (high net worth individuals) | 10 | 479.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 56 | 489.5 |
| By Discretionary | ||
| Discretionary | 20 | 90.3 |
| Non-Discretionary | 36 | 399.2 |
| Total | 56 | 489.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 489.5 | |
| Total | 56 | 489.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Seed Planning Group LLC
✚
|
NY | 0.5 |
|
Burkett Financial Services LLC
✚
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SC | 0.5 |
|
Access Wealth Planning LLC
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NJ | 0.5 |
|
Addison Advisors LLC
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|
VT | 0.5 |
|
VAM Group Inc
✚
|
MI | 0.5 |
|
Concorde Asset Management LLC
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|
MI | 0.5 |
|
Poehling Capital Management Inc
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|
WI | 0.5 |
|
Saybrook Capital Corp
✚
|
NY | 0.5 |
|
Everpar Advisors LLC
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|
OK | 0.5 |
|
USAdvisors Wealth Management LLC
✚
|
MN | 0.5 |