WINDWARD PRIVATE WEALTH MANAGEMENT INC.
CRD #113761 SEC #801-79647 OVERLAND PARK, KS 913-381-7411
SEC Registered
Total AUM
$273.8M
Discretionary
$273.8M
Employees
9
Clients
101
Accounts
937
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $273.8M | $273.8M | $0 | 9 | 6 |
| Jun 2025 | $273.8M | $273.8M | $0 | 9 | 6 |
| Mar 2025 | $273.8M | $273.8M | $0 | 9 | 6 |
| Mar 2024 | $247.6M | $247.6M | $0 | 8 | 6 |
| Sep 2023 | $250.6M | $250.6M | $0 | 8 | 1 |
| Mar 2023 | $250.6M | $250.6M | $0 | 8 | 1 |
| Apr 2022 | $276.5M | $276.5M | $0 | 9 | 6 |
| Mar 2022 | $276.5M | $276.5M | $0 | 9 | 6 |
| Aug 2021 | $234.5M | $234.5M | $0 | 11 | 2 |
| Feb 2021 | $234.5M | $234.5M | $0 | 11 | 2 |
| Dec 2020 | $212M | $212M | $0 | 11 | 10 |
| May 2020 | $212M | $212M | $0 | 11 | 10 |
| Mar 2020 | $212M | $212M | $0 | 11 | 10 |
| Mar 2020 | $212M | $212M | $0 | 11 | 10 |
| Oct 2019 | $186.8M | $186.8M | $0 | 9 | 7 |
| Sep 2019 | $186.8M | $186.8M | $0 | 9 | 7 |
| Mar 2019 | $186.8M | $186.8M | $0 | 9 | 7 |
| Mar 2018 | $185M | $185M | $0 | 7 | 0 |
| Jul 2017 | $157.5M | $157.5M | $0 | 7 | 200 |
| Jun 2017 | $157.5M | $157.5M | $0 | 7 | 200 |
| Mar 2017 | $157.5M | $157.5M | $0 | 7 | 200 |
| Mar 2016 | $124.2M | $124.2M | $0 | 5 | 200 |
| Nov 2015 | $118.2M | $118.2M | $0 | 7 | 100 |
| Feb 2015 | $118.2M | $118.2M | $0 | 7 | 100 |
| Apr 2014 | $102M | $102M | $0 | 6 | 100 |
| Apr 2012 | $68.2M | $68.2M | $0 | 1 | 26 |
| Apr 2012 | $70.7M | $68.2M | $2.5M | 1 | 26 |
| Mar 2012 | $70.7M | $68.2M | $2.5M | 1 | 26 |
| Mar 2012 | $70.7M | $68.2M | $2.5M | 1 | 26 |
| Mar 2011 | $76.7M | $74.5M | $2.2M | 5 | -- |
| Mar 2011 | $62.1M | $60.8M | $1.2M | 5 | -- |
| Mar 2008 | $51.5M | $48M | $3.5M | 5 | -- |
| Mar 2007 | $44.5M | $43.3M | $1.2M | 5 | -- |
| Jan 2006 | $34.3M | $28.5M | $5.7M | 5 | -- |
DateAug 2025
Total AUM$273.8M
Discretionary$273.8M
Non-Disc.$0
Employees9
Clients6
DateJun 2025
Total AUM$273.8M
Discretionary$273.8M
Non-Disc.$0
Employees9
Clients6
DateMar 2025
Total AUM$273.8M
Discretionary$273.8M
Non-Disc.$0
Employees9
Clients6
DateMar 2024
Total AUM$247.6M
Discretionary$247.6M
Non-Disc.$0
Employees8
Clients6
DateSep 2023
Total AUM$250.6M
Discretionary$250.6M
Non-Disc.$0
Employees8
Clients1
DateMar 2023
Total AUM$250.6M
Discretionary$250.6M
Non-Disc.$0
Employees8
Clients1
DateApr 2022
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees9
Clients6
DateMar 2022
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees9
Clients6
DateAug 2021
Total AUM$234.5M
Discretionary$234.5M
Non-Disc.$0
Employees11
Clients2
DateFeb 2021
Total AUM$234.5M
Discretionary$234.5M
Non-Disc.$0
Employees11
Clients2
DateDec 2020
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees11
Clients10
DateMay 2020
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees11
Clients10
DateMar 2020
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees11
Clients10
DateMar 2020
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees11
Clients10
DateOct 2019
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees9
Clients7
DateSep 2019
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees9
Clients7
DateMar 2019
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees9
Clients7
DateMar 2018
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees7
Clients0
DateJul 2017
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees7
Clients200
DateJun 2017
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees7
Clients200
DateMar 2017
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees5
Clients200
DateNov 2015
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees7
Clients100
DateFeb 2015
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees7
Clients100
DateApr 2014
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients100
DateApr 2012
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$70.7M
Discretionary$68.2M
Non-Disc.$2.5M
Employees1
Clients26
DateMar 2012
Total AUM$70.7M
Discretionary$68.2M
Non-Disc.$2.5M
Employees1
Clients26
DateMar 2012
Total AUM$70.7M
Discretionary$68.2M
Non-Disc.$2.5M
Employees1
Clients26
DateMar 2011
Total AUM$76.7M
Discretionary$74.5M
Non-Disc.$2.2M
Employees5
Clients--
DateMar 2011
Total AUM$62.1M
Discretionary$60.8M
Non-Disc.$1.2M
Employees5
Clients--
DateMar 2008
Total AUM$51.5M
Discretionary$48M
Non-Disc.$3.5M
Employees5
Clients--
DateMar 2007
Total AUM$44.5M
Discretionary$43.3M
Non-Disc.$1.2M
Employees5
Clients--
DateJan 2006
Total AUM$34.3M
Discretionary$28.5M
Non-Disc.$5.7M
Employees5
Clients--