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WINDWARD WEALTH STRATEGIES, INC.

OSHKOSH, WI · CRD 175126 · IAPD ↗ · 920-230-2215

$251.2MRegulatory AUM
2Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — WINDWARD WEALTH STRATEGIES, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
46
April 2024 — WINDWARD WEALTH STRATEGIES, INC. notice-filed in AL, MA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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