WINDWARD PRIVATE WEALTH MANAGEMENT INC.
SEC Form ADV profile.
Total regulatory AUM
$309,587,600
Discretionary
$308,289,753
Non-discretionary
$1,297,847
Firm details
- CRD number
- 113761
- SEC file number
- 801-79647
- Main office
- OVERLAND PARK, KS, United States
- Employees
- 9
- SEC status
- Approved
- Website
- HTTP://WWW.WINDWARDFP.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.