Westward Investment Advisory
Westward Investment Advisory is an SEC-registered ria in Prairie Village, KS with $571.5M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Westward Investment Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281742, SEC 801-118800, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $571.5M (2026-03-23)
- Firm type
- Ria
- Location
- Prairie Village, KS
- Employees
- 5
- Clients
- 20
- CRD
- 281742
- Ownership
- MCLINEY, CASEY, PATRICK; HOLCOMB, JAMES, MICHAEL
How much AUM does Westward Investment Advisory have?
Westward Investment Advisory reported $571.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Westward Investment Advisory?
Disclosed owners and executives of Westward Investment Advisory include MCLINEY, CASEY, PATRICK, HOLCOMB, JAMES, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.