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WESTWARD INVESTMENT ADVISORY

MISSION, KS · CRD 281742 · IAPD ↗ · westwardinvestment.com · 414-716-6300

$571.5MRegulatory AUM
3Advisory reps
5Employees
1Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — WESTWARD INVESTMENT ADVISORY moved its main office from PRAIRIE VILLAGE, KS to MISSION, KS.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2026 — WESTWARD INVESTMENT ADVISORY crossed $500M in regulatory AUM ($489.5M -> $571.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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