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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCLINEY, CASEY, PATRICK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | D | Control |
| MCLINEY, CASEY, PATRICK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | D | Control |
| MCLINEY, CASEY, PATRICK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | D | Control |
| MCLINEY, CASEY, PATRICK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | D | Control |
| MCLINEY, CASEY, PATRICK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | D | Control |
| MCLINEY, CASEY, PATRICK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | D | Control |
| MCLINEY, CASEY, PATRICK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | D | Control |
| MCLINEY, CASEY, PATRICK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | D | Control |
| MCLINEY, CASEY, PATRICK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | D | Control |
| HOLCOMB, JAMES, MICHAEL | I | MANAGING MEMBER/MANAGING DIRECTOR/CEO | C | Control |
| HOLCOMB, JAMES, MICHAEL | I | MANAGING MEMBER/MANAGING DIRECTOR/CEO | C | Control |
| HOLCOMB, JAMES, MICHAEL | I | MANAGING MEMBER/MANAGING DIRECTOR/CEO | C | Control |
| HOLCOMB, JAMES, MICHAEL | I | MANAGING MEMBER/MANAGING DIRECTOR/CEO | C | Control |
| HOLCOMB, JAMES, MICHAEL | I | MANAGING MEMBER/MANAGING DIRECTOR/CEO | C | Control |
| HOLCOMB, JAMES, MICHAEL | I | MANAGING MEMBER/MANAGING DIRECTOR/CEO | C | Control |
| HOLCOMB, JAMES, MICHAEL | I | MANAGING MEMBER/MANAGING DIRECTOR/CEO | C | Control |
| HOLCOMB, JAMES, MICHAEL | I | MANAGING MEMBER/MANAGING DIRECTOR/CEO | C | Control |
| HOLCOMB, JAMES, MICHAEL | I | MANAGING MEMBER/MANAGING DIRECTOR/CEO | C | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (3)
KS TX WI
Address
4200 W. 83RD STREETSUITE 200
PRAIRIE VILLAGE, KS 66208
United States
Phone: 414-716-6300