Investment adviser · CRD 175126
WINDWARD WEALTH STRATEGIES, INC.
Investment adviser filing (IA)
OSHKOSH, WI, United States · Form ADV filed Mar 6, 2026
- Regulatory AUM
- $251M Form ADV · Item 5.F
- Client accounts
- 397 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 100 | $113,196,025 | 45.1% |
| Individuals | 294 | $89,130,164 | 35.5% |
| Retirement plans | Fewer than 5 | $48,909,944 | 19.5% |
Filing source
Form ADV 2058900 · Mar 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2370 STATE ROAD 44, SUITE AOSHKOSH, WI, 54904, United States
CRD 175126
Filing source
Form ADV 2058900 · Mar 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.