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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Windward Private Wealth Management Inc
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|---|---|
| CRD # | 113761 |
| SEC # | 801-79647 |
| CIK # | 0001835866 |
| AUM | $273.8 M (2025-06-17) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 913-381-7411 |
| Address | 10955 Lowell Avenue Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 65.6 |
| (b) Individuals (high net worth individuals) | 89 | 203.1 |
| (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 | 4.0 |
| (h) Charitable organizations | 11 | 1.1 |
| (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 | 937 | 273.8 |
| By Discretionary | ||
| Discretionary | 937 | 273.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 937 | 273.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 272.9 | |
| Total | 937 | 273.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001835866] |
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