Windward Wealth Strategies, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Oshkosh, WI. Its latest Form ADV filing, dated March 6, 2026, reports $251M in regulatory assets under management, 3 employees, and 397 accounts.
Assets Under Management
$251M
Employees
3
Offices
--
Total Clients
397
Primary office
OSHKOSH, WI
2370 STATE ROAD 44, SUITE A, OSHKOSH, WI, United States
Top client segmentIndividuals represent 74.1% of total clients.
Top client categories% of clientsClients
1
Individuals
74.1%
294
2
HNWI
25.2%
100
3
Pension Plans
0.8%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$251Mas of March 6, 2026
Discretionary100.0%
$251M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$251M
Total Accounts397
10Y AUM Change+$89M (+55.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee132:1
10Y Employee Change-1 (-25.0%)
* 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.