OVERLAND PARK, KSCRD 113761Latest ADV March 27, 2026
Windward Private Wealth Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 27, 2026, reports $310M in regulatory assets under management, 9 employees, 7 offices, and 949 accounts.
Assets Under Management
$310M
Employees
9
Offices
7 offices
Total Clients
235
Primary office
OVERLAND PARK, KS
10955 LOWELL AVENUE, SUITE 410, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.9% of total clients.
Top client categories% of clientsClients
1
Individuals
54.9%
129
2
HNWI
41.3%
97
3
Charitable
3.8%
9
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$310Mas of March 27, 2026
Discretionary99.6%
$308M
100% of total RAUM99.6%
Non-discretionary0.4%
$1M
0% of total RAUM0.4%
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$310M
Total Accounts949
10Y AUM Change+$152M (+96.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee26:1
10Y Employee Change+2 (+28.6%)
* 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.