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WINDWARD PRIVATE WEALTH MANAGEMENT INC.
CRD 113761 · SEC 801-79647
10955 LOWELL AVENUE, SUITE 410, OVERLAND PARK, KS, 66210, United States
Phone
913-381-7411
Fax
913-381-7609
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$309.6M
Discretionary AUM
$308.3M
Team
9 total employees; 6 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $68.4M |
| High net worth individuals | 97 | $235.7M |
| Charitable organizations | 9 | $891K |
States served
CA, CO, IL, KS, LA, NE, MO, TX, NH
All web addresses on file
Official SEC filing: View on IAPD