| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew S. Osborne, Tte Andrew Steven Osborne and Lindsey Deann Osborne Rev Tr U/A 7-1-10 Control | Shareholder | 25-50% | 2019 |
| Andrew Steven Osborne Control | Ceo, Co-Cio, President & Trustee Of Andrew S. Osborne, Tte Andrew Steven Osborne And Lindsey Deann Osborne Rev Tr U/A 7-1-10 | Under 5% | 2010 |
| Brad Joseph Harrison Control | Chief Compliance Officer, Chief Financial Officer, Treasurer And Tax Manager | 5-10% | 2022 |
Windward Private Wealth Management Inc. reports $273.8 million in regulatory assets under management on its Form ADV.
Windward Private Wealth Management Inc. reports 9 employees.
Windward Private Wealth Management Inc. is based in Overland Park, KS and has been SEC-registered since 2014.
Windward Private Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10955 Lowell Avenue, Suite 410, Overland Park, KS 66210 |
| Phone | 913-381-7411 |
| Fax | 913-381-7609 |
| Office hours | 8:30 - 5:00 (M-Th); 8:30-3p.m. (F) |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $273.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $273.8M |