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WINDWARD PRIVATE WEALTH MANAGEMENT INC.

OVERLAND PARK, KS · CRD 113761 · IAPD ↗ · windwardfp.com · 913-381-7411

$309.6MRegulatory AUM
6Advisory reps
9Employees
9Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — WINDWARD PRIVATE WEALTH MANAGEMENT INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — WINDWARD PRIVATE WEALTH MANAGEMENT INC. added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.