Windward Private Wealth Management Inc.
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 113761
- Registered since
- May 12, 2014
- Website
- www.windwardfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.13%
- Individuals22.09%
- Pension & Profit Sharing Plans1.49%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Windward Private Wealth Management Inc. is an independent registered investment adviser that became SEC-registered in 2014. The firm operates as a corporation owned by a combination of a domestic entity and an individual, and it serves individual and family clients as well as institutional clients. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutions. Compensation is charged as a percentage of assets under management and via fixed fees. The firm is not described as a capital allocator and does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$309M in ETFs
97%
$301M
0%
$8.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $68.8M | 900,952 | 22.28% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 10955 Lowell Ave
- Time zone
- CT (UTC-6)
- Office locations
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