CRD: 113761
Windward Private Wealth Management Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-15-1999
- Office Locations
- 2
Office Locations
About Windward Private Wealth Management Inc.
Windward Private Wealth Management is a fee-only fiduciary wealth manager serving multi-generational families and individuals in the Kansas City metro since 1999. The team delivers customized, tax-focused planning alongside investment management aimed at preserving wealth while pursuing disciplined, long-term growth, plus trust/estate guidance for wealth transfer and major liquidity events. Custodied with Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRAD JOSEPH HARRISON
Chief Compliance Officer, Chief Financial Officer, TAX MANAGER, TREASURER
- CRD
- --
- Ownership
- 5% but less than 10%
BRANDY KYAN WARD
Wealth Manager
- CRD
- #6364304
- Ownership
- 5% but less than 10%
Showing 2 of 10 owners & executives
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Blake Dawson Harris
Associate
- CRD
- #7978556
NICHOLAS PAUL HARTLEY
Associate
- CRD
- #7490223
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $308,289,753 | $325,200 |
| Non-Discretionary | $1,297,847 | $1,297,847 |
| Total | $309,587,600 | $326,225 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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