Point Windward Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 9, 2026, reports $359M in regulatory assets under management, 9 employees, 5 offices, and 559 accounts.
Assets Under Management
$359M
Employees
9
Offices
5 offices
Total Clients
278
Primary office
NEW YORK, NY
880 THIRD AVE 16TH FLOOR, NEW YORK, NY, United States
Top client segmentIndividuals represent 82.7% of total clients.
Top client categories% of clientsClients
1
Individuals
82.7%
230
2
HNWI
17.3%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$359Mas of March 9, 2026
Discretionary97.0%
$348M
97% of total RAUM97.0%
Non-discretionary3.0%
$11M
3% of total RAUM3.0%
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$359M
Total Accounts559
10Y AUM Change+$137M (+61.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee31:1
10Y Employee Change-2 (-18.2%)
* 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.