WINDWARD WEALTH STRATEGIES, INC.
CRD #175126 SEC #801-81031 OSHKOSH, WI 920-230-2215
SEC Registered
Total AUM
$202.2M
Discretionary
$162.7M
Employees
3
Clients
26
Accounts
379
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $202.2M | $162.7M | $39.5M | 3 | 0 |
| Mar 2024 | $184.3M | $184.3M | $0 | 3 | 0 |
| Mar 2023 | $166.5M | $166.5M | $0 | 3 | 0 |
| May 2022 | $168.6M | $168.6M | $0 | 3 | 0 |
| Mar 2022 | $168.6M | $168.6M | $0 | 4 | 0 |
| Sep 2021 | $173.3M | $173.3M | $0 | 4 | 0 |
| Mar 2021 | $173.3M | $173.3M | $0 | 4 | 0 |
| Mar 2021 | $173.3M | $173.3M | $0 | 4 | 0 |
| May 2020 | $160.2M | $160.2M | $0 | 4 | 0 |
| Mar 2020 | $160.2M | $160.2M | $0 | 4 | 0 |
| Nov 2019 | $157.3M | $157.3M | $0 | 4 | 0 |
| Nov 2019 | $157.3M | $157.3M | $0 | 4 | 0 |
| Nov 2019 | $157.3M | $157.3M | $0 | 4 | 0 |
| Mar 2019 | $157.3M | $157.3M | $0 | 4 | 0 |
| Nov 2018 | $174.8M | $174.8M | $0 | 4 | 0 |
| Aug 2018 | $144.2M | $144.2M | $0 | 4 | 0 |
| Apr 2018 | $144.2M | $144.2M | $0 | 5 | 0 |
| Feb 2018 | $144.2M | $144.2M | $0 | 5 | 0 |
| Apr 2017 | $161.9M | $161.9M | $0 | 5 | 144 |
| Mar 2017 | $161.9M | $161.9M | $0 | 4 | 144 |
| Jan 2017 | $168M | $163M | $5M | 4 | 100 |
| Jan 2017 | $168M | $163M | $5M | 4 | 100 |
| Feb 2016 | $168M | $163M | $5M | 4 | 100 |
| Nov 2015 | $182.3M | $177.5M | $4.8M | 4 | 26 |
| Jun 2015 | $182.3M | $177.5M | $4.8M | 4 | 26 |
| Mar 2015 | $0 | $0 | $0 | 4 | 0 |
| Mar 2015 | $0 | $0 | $0 | 4 | 0 |
| Feb 2015 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$202.2M
Discretionary$162.7M
Non-Disc.$39.5M
Employees3
Clients0
DateMar 2024
Total AUM$184.3M
Discretionary$184.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$166.5M
Discretionary$166.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$160.2M
Discretionary$160.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$160.2M
Discretionary$160.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees5
Clients0
DateApr 2017
Total AUM$161.9M
Discretionary$161.9M
Non-Disc.$0
Employees5
Clients144
DateMar 2017
Total AUM$161.9M
Discretionary$161.9M
Non-Disc.$0
Employees4
Clients144
DateJan 2017
Total AUM$168M
Discretionary$163M
Non-Disc.$5M
Employees4
Clients100
DateJan 2017
Total AUM$168M
Discretionary$163M
Non-Disc.$5M
Employees4
Clients100
DateFeb 2016
Total AUM$168M
Discretionary$163M
Non-Disc.$5M
Employees4
Clients100
DateNov 2015
Total AUM$182.3M
Discretionary$177.5M
Non-Disc.$4.8M
Employees4
Clients26
DateJun 2015
Total AUM$182.3M
Discretionary$177.5M
Non-Disc.$4.8M
Employees4
Clients26
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0