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| Happy Holidays!! thanks for using AUM13F!! |
| Windward Wealth Strategies Inc
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| CRD # | 175126 |
| SEC # | 801-81031 |
| CIK # | |
| AUM | $202.2 M (2025-03-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 920-230-2215 |
| Address | 2370 State Road 44 Oshkosh, WI 54904 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 25.2 |
| (b) Individuals (high net worth individuals) | 37 | 137.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 39.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 379 | 202.2 |
| By Discretionary | ||
| Discretionary | 376 | 162.7 |
| Non-Discretionary | 3 | 39.5 |
| Total | 379 | 202.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.2 | |
| Total | 379 | 202.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ERISA Advisers Inc
✚
|
TN | 0.2 |
|
Tribeca Financial LLC
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|
AZ | 0.2 |
|
Forthright Family Wealth Advisory LLC
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|
TX | 0.2 |
|
Gallagher Capital Advisors LLC
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|
0.2 | |
|
Powell Financial Inc
✚
|
NC | 0.2 |
|
Winters Financial Group Inc
✚
|
CA | 0.2 |
|
Keene & Associates Inc
✚
|
TX | 0.2 |
|
Kilter Group LLC
✚
|
0.2 | |
|
Albert D Mason Inc
✚
|
MA | 0.2 |
|
Values First Advisors Inc
✚
|
TN | 0.2 |