|
⚲
|
| Windward Wealth Strategies Inc
✚
|
|
|---|---|
| CRD # | 175126 |
| SEC # | 801-81031 |
| CIK # | |
| AUM | $166.5 MM (2023-03-15) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 920-230-2215 |
| Address | 2370 State Road 44 Oshkosh, WI 54904 |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 20.7 |
| (b) Individuals (high net worth individuals) | 41 | 145.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 383 | 166.5 |
| By Discretionary | ||
| Discretionary | 383 | 166.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 383 | 166.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.5 | |
| Total | 383 | 166.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cape Ann Capital Inc
✚
|
MA | 0.2 |
|
Bland Garvey Wealth Advisors LLC
✚
|
TX | 0.2 |
|
KERA Capital Partners Inc
✚
|
CA | 0.2 |
|
Beaumont Capital Management LLC
✚
|
MA | 0.2 |
|
Financial Navigators Inc
✚
|
MA | 0.2 |
|
New Potomac Partners LLC
✚
|
MD | 0.2 |
|
WJ Wealth Management LLC
✚
|
AZ | 0.2 |
|
Finer Wealth Management Inc
✚
|
MA | 0.2 |
|
Advisory Investor Services LLC
✚
|
FL | 0.2 |
|
Octant Quantitative Investment Management LLC
✚
|
UT | 0.2 |