|
⚲
|
| Windward Private Wealth Management Inc
✚
| |
|---|---|
| CRD # | 113761 |
| SEC # | 801-79647 |
| CIK # | 0001835866 |
| AUM | $247.6 MM (2024-03-19) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 913-381-7411 |
| Address | 10955 Lowell Avenue Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 65.5 |
| (b) Individuals (high net worth individuals) | 81 | 176.6 |
| (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 | 4.8 |
| (h) Charitable organizations | 9 | 0.7 |
| (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 | 930 | 247.6 |
| By Discretionary | ||
| Discretionary | 930 | 247.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 930 | 247.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 246.5 | |
| Total | 930 | 247.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001835866] |
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|---|---|---|
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