WESTWARD INVESTMENT ADVISORY, LLC
Legal name: WESTWARD INVESTMENT ADVISORY
CRD #281742 SEC #801-118800 PRAIRIE VILLAGE, KS 414-716-6300
SEC Registered
Total AUM
$489.5M
Discretionary
$90.3M
Employees
5
Clients
0
Accounts
56
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $489.5M | $90.3M | $399.2M | 5 | 1 |
| May 2024 | $397.4M | $52.8M | $344.6M | 5 | 1 |
| Mar 2024 | $397.4M | $52.8M | $344.6M | 5 | 1 |
| Mar 2023 | $326.6M | $44.2M | $282.4M | 5 | 1 |
| Nov 2022 | $288.5M | $45.2M | $243.3M | 5 | 1 |
| Mar 2022 | $288.5M | $45.2M | $243.3M | 5 | 1 |
| Mar 2021 | $208.4M | $29M | $179.3M | 5 | 1 |
| Jun 2020 | $115.5M | $19.5M | $96M | 5 | 1 |
| Apr 2020 | $115.5M | $19.5M | $96M | 5 | 1 |
DateMar 2025
Total AUM$489.5M
Discretionary$90.3M
Non-Disc.$399.2M
Employees5
Clients1
DateMay 2024
Total AUM$397.4M
Discretionary$52.8M
Non-Disc.$344.6M
Employees5
Clients1
DateMar 2024
Total AUM$397.4M
Discretionary$52.8M
Non-Disc.$344.6M
Employees5
Clients1
DateMar 2023
Total AUM$326.6M
Discretionary$44.2M
Non-Disc.$282.4M
Employees5
Clients1
DateNov 2022
Total AUM$288.5M
Discretionary$45.2M
Non-Disc.$243.3M
Employees5
Clients1
DateMar 2022
Total AUM$288.5M
Discretionary$45.2M
Non-Disc.$243.3M
Employees5
Clients1
DateMar 2021
Total AUM$208.4M
Discretionary$29M
Non-Disc.$179.3M
Employees5
Clients1
DateJun 2020
Total AUM$115.5M
Discretionary$19.5M
Non-Disc.$96M
Employees5
Clients1
DateApr 2020
Total AUM$115.5M
Discretionary$19.5M
Non-Disc.$96M
Employees5
Clients1