Point Windward Advisors, Inc.
Point Windward Advisors, Inc. is an SEC-registered wealth manager in New York, NY with $358.6M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Point Windward Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110457, SEC 801-31503, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $358.6M (2026-06-02)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 9
- Clients
- 278
- CRD
- 110457
- Ownership
- CANTOR, PAUL, SETH; WEISS, JOSEPH, BERTRAM; FIORINI, DONNA, ANNE; MARTON, VERONICA, C; WURM, WILLIAM, ROBERT
How much AUM does Point Windward Advisors, Inc. have?
Point Windward Advisors, Inc. reported $358.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Point Windward Advisors, Inc.?
Disclosed owners and executives of Point Windward Advisors, Inc. include CANTOR, PAUL, SETH, WEISS, JOSEPH, BERTRAM, FIORINI, DONNA, ANNE, MARTON, VERONICA, C, WURM, WILLIAM, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.