|
⚲
|
| Windward Private Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 113761 |
| SEC # | 801-79647 |
| CIK # | 0001835866 |
| AUM | $250.6 MM (2023-03-13) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 913-381-7411 |
| Address | 10955 Lowell Avenue Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 65.1 |
| (b) Individuals (high net worth individuals) | 83 | 180.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.9 |
| (h) Charitable organizations | 9 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 942 | 250.6 |
| By Discretionary | ||
| Discretionary | 942 | 250.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 942 | 250.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 250.0 | |
| Total | 942 | 250.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001835866] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Creekmur Asset Management LLC
✚
|
IL | 0.3 |
|
Paul Damon & Associates Inc
✚
|
MI | 0.3 |
|
Paradigm Strategies in Wealth Management LLC
✚
|
MN | 0.3 |
|
HANC Wealth Management LLC
✚
|
MI | 0.3 |
|
Guidance Capital Inc
✚
|
KY | 0.3 |
|
DEW Wealth Management LLC
✚
|
AZ | 0.3 |
|
Goldman Lancaster Inc
✚
|
CA | 0.3 |
|
IP Financial Advisory Services LLC
✚
|
NC | 0.3 |
|
WealthEdge Investment Advisors LLC
✚
|
NY | 0.3 |
|
Boyd Wealth Management LLC
✚
|
CA | 0.3 |