Windward Private Wealth Management Inc.
Windward Private Wealth Management Inc. is an SEC-registered wealth manager in Overland Park, KS with $309.6M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Windward Private Wealth Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113761, SEC 801-79647, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $309.6M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Overland Park, KS
- Employees
- 9
- Clients
- 235
- CRD
- 113761
- Ownership
- TIERNEY, DARRELL, RICHARD; ANDREW S. OSBORNE, TTE ANDREW STEVEN OSBORNE AND LINDSEY DEANN OSBORNE REV TR U/A 7-1-10; STEVEN T. OSBORNE, TTE OSBORNE FAMILY TR U/A 9-28-12; OSBORNE, ANDREW, STEVEN; EMILY TIERNEY PETTY, TTE TYLER S. PETTY AND EMILY TIERNEY PETTY LVNG TR U/A 8-24-18
How much AUM does Windward Private Wealth Management Inc. have?
Windward Private Wealth Management Inc. reported $309.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Windward Private Wealth Management Inc.?
Disclosed owners and executives of Windward Private Wealth Management Inc. include TIERNEY, DARRELL, RICHARD, ANDREW S. OSBORNE, TTE ANDREW STEVEN OSBORNE AND LINDSEY DEANN OSBORNE REV TR U/A 7-1-10, STEVEN T. OSBORNE, TTE OSBORNE FAMILY TR U/A 9-28-12, OSBORNE, ANDREW, STEVEN, EMILY TIERNEY PETTY, TTE TYLER S. PETTY AND EMILY TIERNEY PETTY LVNG TR U/A 8-24-18. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.