WESTWARD INVESTMENT ADVISORY, LLC
Doing business as WESTWARD INVESTMENT ADVISORY. SEC Form ADV profile.
Total regulatory AUM
$571,508,980
Discretionary
$126,046,568
Non-discretionary
$445,462,412
Firm details
- CRD number
- 281742
- SEC file number
- 801-118800
- Main office
- MISSION, KS, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.