|
⚲
|
| Windward Wealth Strategies Inc
✚
| |
|---|---|
| CRD # | 175126 |
| SEC # | 801-81031 |
| CIK # | |
| AUM | $184.3 MM (2024-03-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 920-230-2215 |
| Address | 2370 State Road 44 Oshkosh, WI 54904 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 21.3 |
| (b) Individuals (high net worth individuals) | 42 | 163.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 386 | 184.3 |
| By Discretionary | ||
| Discretionary | 386 | 184.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 386 | 184.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.3 | |
| Total | 386 | 184.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Omnistar Financial Group Inc
✚
|
NC | 0.2 |
|
Fingerlakes Wealth Management Inc
✚
|
NY | 0.2 |
|
Foundation Capital Management LLC
✚
|
PA | 0.2 |
|
Sandena Inc
✚
|
CA | 0.2 |
|
Alliance Wealth Management Partners LLC
✚
|
TN | 0.2 |
|
Lifetime Wealth Management PC
✚
|
TX | 0.2 |
|
Bland Garvey Wealth Advisors LLC
✚
|
TX | 0.2 |
|
Blueline Advisors LLC
✚
|
NH | 0.2 |
|
Runde & Co LLC
✚
|
WA | 0.2 |
|
Wilkins Miller Wealth Management LLC
✚
|
AL | 0.2 |