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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT & CIO | D | Control |
| PIERCE, GREGORY, BRYAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER & CIO | D | Control |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | |
| MOLITOR, KIM, M | I | SECRETARY | C | Control |
| MOLITOR, KIM, M | I | SECRETARY | C | Control |
| MOLITOR, KIM, M | I | SECRETARY | C | Control |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER | B | |
| KOSKINEN, WALTER, ALEXANDER | I | TREASURER | B | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | ASSISTANT RELATIONSHIP MANAGER | A | |
| KNIGHT, CASSANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | A | |
| KNIGHT, CASSANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | A | |
| KNIGHT, CASSANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | A | |
| KNIGHT, CASSANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | A | |
| KNIGHT, CASSANDRA, ANN | I | CHIEF COMPLIANCE OFFICER | A |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (22)
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Address
2370 STATE ROAD 44SUITE A
OSHKOSH, WI 54904
United States
Phone: 920-230-2215