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| Windward Private Wealth Management Inc
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|---|---|
| CRD # | 113761 |
| SEC # | 801-79647 |
| CIK # | 0001835866 |
| AUM | 309.6 M (2026-03-27) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 913-381-7411 |
| Address | 10955 Lowell Avenue Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 68.4 |
| (b) Individuals (high net worth individuals) | 97 | 235.7 |
| (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 | 4.6 |
| (h) Charitable organizations | 9 | 0.9 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 949 | 309.6 |
| By Discretionary | ||
| Discretionary | 948 | 308.3 |
| Non-Discretionary | 1 | 1.3 |
| Total | 949 | 309.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 308.5 | |
| Total | 949 | 309.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001835866] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 9 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kensington Investment Counsel LLC
✚
|
CA | 310.2 M |
|
Hudson Advisor Services Inc
✚
|
NY | 310.1 M |
|
H C Denison Co
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WI | 310.0 M |
|
American Wealth Management Inc
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GA | 310.0 M |
|
NRI Wealth Management LLC
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CA | 309.8 M |
|
Bill OPP Fixed Income Advisory Service LLC
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|
309.8 M | |
|
Beacon Financial Strategies Corp
✚
|
NC | 309.4 M |
|
The American Institute for Advanced Investment Management LLP
✚
|
AZ | 309.3 M |
|
Milestone Asset Management Group LLC
✚
|
CT | 309.0 M |
|
Meriwether Wealth & Planning LLC
✚
|
LA | 308.9 M |