Windward Private Wealth Management Inc
Legal Name: WINDWARD PRIVATE WEALTH MANAGEMENT INC.
Full Contact Details
Windward Private Wealth Management Inc
10955 LOWELL AVENUE, SUITE 410, OVERLAND PARK, KS
913-381-7411
913-381-7609
Other Info
Windward Private Wealth Management Inc is a registered KS corporation, with a team of 9 employees, 5 of whom are in advisory positions. They cater to 7 clients and have been SEC-approved since May 12, 2014.
Financial Advisor Kansas City | Windward Private Wealth Management
Windward Private Wealth Management is a financial advisory firm that helps families preserve capital, reduce taxes, & plan to avoid outliving their money.
Direct Owners
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ANDREW S. OSBORNE, TTE ANDREW STEVEN OSBORNE AND LINDSEY DEANN OSBORNE REV TR U/A 7-1-10
SHAREHOLDER owns more than 5% but less than 10%
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ANDREW STEVEN OSBORNE
TRUSTEE OF ANDREW S. OSBORNE, TTE ANDREW STEVEN OSBORNE AND LINDSEY DEANN OSBORNE REV TR U/A 7-1-10 owns more than 5% but less than 10%
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ANDREW STEVEN OSBORNE
PRESIDENT owns more than 5% but less than 10%
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DARRELL RICHARD TIERNEY
EXECUTIVE CHAIRMAN, VICE PRESIDENT, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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DARRELL RICHARD TIERNEY
TRUSTEE OF DARRELL TIERNEY TTE GARDNER-TIERNEY LVG TR U/A 6-23-03 owns more than 50% but less than 75%
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DARRELL TIERNEY TTE GARDNER-TIERNEY LVG TR U/A 6-23-03
SHAREHOLDER owns more than 50% but less than 75%
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EMILY TIERNEY PETTY
TRUSTEE OF EMILY TIERNEY PETTY, TTE TYLER S. PETTY AND EMILY TIERNEY PETTY LVNG TR U/A 8-24-18 owns more than 5% but less than 10%
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EMILY TIERNEY PETTY, TTE TYLER S. PETTY AND EMILY TIERNEY PETTY LVNG TR U/A 8-24-18
SHAREHOLDER owns more than 5% but less than 10%
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GAYLE DIANE OSBORNE
TRUSTEE OF STEVEN T. OSBORNE, TTE OSBORNE FAMILY TR U/A 9-28-12 owns more than 10% but less than 25%
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KATHY MARIE WASHBURN
SHAREHOLDER owns more than 5% but less than 10%
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LINDSEY DEANN OSBORNE
TRUSTEE OF ANDREW S. OSBORNE, TTE ANDREW STEVEN OSBORNE AND LINDSEY DEANN OSBORNE REV TR U/A 7-1-10 owns more than 5% but less than 10%
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LISA JANE TIERNEY
TRUSTEE OF DARRELL TIERNEY TTE GARDNER-TIERNEY LVG TR U/A 6-23-03 owns more than 50% but less than 75%
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STEVEN T. OSBORNE, TTE OSBORNE FAMILY TR U/A 9-28-12
SHAREHOLDER owns more than 10% but less than 25%
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STEVEN THOMAS OSBORNE
CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%
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STEVEN THOMAS OSBORNE
TRUSTEE OF STEVEN T. OSBORNE, TTE OSBORNE FAMILY TR U/A 9-28-12 owns more than 10% but less than 25%
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TYLER SCOTT PETTY
TRUSTEE OF EMILY TIERNEY PETTY, TTE TYLER S. PETTY AND EMILY TIERNEY PETTY LVNG TR U/A 8-24-18 owns more than 5% but less than 10%