WINDWARD PRIVATE WEALTH MANAGEMENT INC.

10955 Lowell Avenue
Suite 410
Overland Park, Kansas 66210
Tel: 913-381-7411

About WINDWARD PRIVATE WEALTH MANAGEMENT INC.

WINDWARD PRIVATE WEALTH MANAGEMENT INC, formally registered with the SEC as WINDWARD PRIVATE WEALTH MANAGEMENT INC. The firm was established in 05/12/2014. They have over 7 offices throughout the country.

WINDWARD PRIVATE WEALTH MANAGEMENT INC. is a Overland Park, Kansas based Financial Planning firm with nearly $247,584,326 assets under management, offering retirement planning & investment advisory services to 930 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113761
SEC#	801-79647
Assets Managed by Firm	$247,584,326
No. of Clients	930
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	930	$247,584,326
Individuals (other than high net worth individuals)	146	$65,529,992
High net worth individuals	81	$176,617,960
Pension and profit sharing plans	Fewer than 5 clients	$4,763,312
Charitable organizations	9	$673,062

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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