Windward Wealth Strategies, Inc.
Windward Wealth Strategies, Inc. is an SEC-registered mass-market adviser in Oshkosh, WI with $251.2M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Windward Wealth Strategies, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175126, SEC 801-81031, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $251.2M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Oshkosh, WI
- Employees
- 3
- Clients
- 397
- CRD
- 175126
- Ownership
- PIERCE, GREGORY, BRYAN; KOSKINEN, WALTER, ALEXANDER; MOLITOR, KIM, M; KNIGHT, CASSANDRA, ANN
How much AUM does Windward Wealth Strategies, Inc. have?
Windward Wealth Strategies, Inc. reported $251.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Windward Wealth Strategies, Inc.?
Disclosed owners and executives of Windward Wealth Strategies, Inc. include PIERCE, GREGORY, BRYAN, KOSKINEN, WALTER, ALEXANDER, MOLITOR, KIM, M, KNIGHT, CASSANDRA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.