Windward Private Wealth Management Inc.

$309.6MAssets under management
as of Mar 2026 · SEC Form ADV
Overland Park, KS
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Tech stack

No one at Windward Private Wealth Management Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Windward Private Wealth Management Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. 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
Schwab
Per Form ADV · $245M held · filed Mar 2024