Windward Private Wealth Management Inc.
Windward Private Wealth Management Inc. (CRD# 113761) is a financial advisory firm headquartered in Overland Park, KS. They manage $247,584,326 in 930 accounts and serve the financial needs of clients across 8 states (or territories).
-
Total Assets Under Management248MILLION
-
Total Number of Accounts930ACCOUNTS
-
Average Account Value$266,220
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, IL, KS, LA, MO, NE, NH, TX
Andrew Osborne (CRD# 5865396) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 13 years of experience in the finance industry.
Emily Petty (CRD# 6239982) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 10 years of experience in the finance industry.
Darrell Tierney (CRD# 4447656) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 24 years of experience in the finance industry.
Brandy Ward (CRD# 6364304) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 5 years of experience in the finance industry.
Nicholas Hartley (CRD# 7490223) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 2 years of experience in the finance industry.