CRD: 175126
Windward Wealth Strategies, Inc.
$251.2M Total AUM
$251.2M Disc. AUM
15.2% 3Y CAGR
3 Employees
397 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-27-2015
- Office Locations
- 1
Office Locations
2370 State Road 44 Suite A Oshkosh WI
About Windward Wealth Strategies, Inc.
Windward Wealth Strategies is a Wisconsin RIA providing financial planning and investment management with a conservative, long-term approach and regular client communication. Portfolios are built primarily with ETFs alongside fixed income, including municipal bonds, and are custodied at Schwab. Led by President & CIO Gregory B. Pierce, JD.
Team overview
55 AVG AGE
$125.6M AVG AUM / ADVISOR
$632.8K AVG AUM / CLIENT
9.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
GREGORY BRYAN PIERCE
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #2322976
- Ownership
- 50% but less than 75%
Available
Available
Available
KIM M MOLITOR
Relationship Manager, Secretary
- CRD
- #5791376
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,236,133 | $632,837 |
| Non-Discretionary | $0 | -- |
| Total | $251,236,133 | $632,837 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing