Windward Capital Management Co is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated April 3, 2026, reports $1.9B in regulatory assets under management, 7 employees, and 278 accounts.
Assets Under Management
$1.9B
Employees
7
Offices
--
Total Clients
169
Primary office
LOS ANGELES, CA
11111 SANTA MONICA BOULEVARD, SUITE 1200, LOS ANGELES, CA, United States
Top client segmentHNWI represent 43.8% of total clients.
Top client categories% of clientsClients
1
HNWI
43.8%
74
2
Individuals
31.4%
53
3
Pension Plans
20.7%
35
4
Charitable
2.4%
4
5
Corporations
1.8%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of April 3, 2026
Discretionary68.7%
$1.3B
69% of total RAUM68.7%
Non-discretionary31.3%
$583M
31% of total RAUM31.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.9B
Total Accounts278
10Y AUM Change+$1.3B (+235.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee24:1
10Y Employee Change-4 (-36.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.