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| Keyboard |
| Windward Wealth Strategies Inc
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|
|---|---|
| CRD # | 175126 |
| SEC # | 801-81031 |
| CIK # | |
| AUM | 251.2 M (2026-03-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 920-230-2215 |
| Address | 2370 State Road 44 Oshkosh, WI 54904 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 294 | 89.1 |
| (b) Individuals (high net worth individuals) | 100 | 113.2 |
| (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 | 3 | 48.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 397 | 251.2 |
| By Discretionary | ||
| Discretionary | 397 | 251.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 397 | 251.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.2 | |
| Total | 397 | 251.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Riverchase Wealth Management LLC
✚
|
TX | 251.5 M |
|
Talisman Wealth Advisors LLC
✚
|
NJ | 251.3 M |
|
Cassia Capital Partners LLC
✚
|
NC | 251.2 M |
|
Peterson Wealth Management LLC
✚
|
NV | 251.1 M |
|
Checks & Balances Inc
✚
|
GA | 251.1 M |
|
Windle Wealth LLC
✚
|
OK | 251.0 M |
|
HMM Group LLC
✚
|
CA | 251.0 M |
|
Seek First Inc
✚
|
CA | 251.0 M |
|
Teton Advisors LLC
✚
|
CT | 250.9 M |
|
Blodgett Wealth Advisors LLC
✚
|
250.9 M |