Tech stack
No one at Westward Investment Advisory has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Morgan Stanley
Per Form ADV · $210M held · filed May 2024
R
Robert W. Baird & Co. Incorporated
Per Form ADV · $173M held · filed May 2024