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WINDWARD WEALTH STRATEGIES, INC.
CRD 175126 · SEC 801-81031
2370 STATE ROAD 44, SUITE A, OSHKOSH, WI, 54904, United States
Phone
920-230-2215
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.2M
Discretionary AUM
$251.2M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 294 | $89.1M |
| High net worth individuals | 100 | $113.2M |
| Pension/profit sharing plans | 3 | $48.9M |
States served
AL, AZ, CA, CO, GA, IL, IA, KY, MA, MI, MN, NY, UT, WI, WA, FL
All web addresses on file
Official SEC filing: View on IAPD