# WINDWARD PRIVATE WEALTH MANAGEMENT INC.

WINDWARD PRIVATE WEALTH MANAGEMENT INC. of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 113761
- Type: SEC-registered investment adviser
- SEC file number: 801-79647
- Location: 10955 LOWELL AVENUE, SUITE 410, OVERLAND PARK, KS, 66210
- Phone: 913-381-7411
- Latest filing: 2026-03-27
- Regulatory AUM: $309.6M
- Discretionary AUM: $308.3M
- Non-discretionary AUM: $1.3M
- Clients: 9
- Accounts: 949

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Darrell Richard Tierney | CO-CIO, VP, SECRETARY & TRUSTEE OF DARRELL TIERNEY TTE GARDNER-TIERNEY LVG TR U/A 6-23-03; SECRETARY & TRUSTEE OF DARRELL TIERNEY TTE GARDNER-TIERNEY LVG TR U/A 6-23-03 | — |
| Steven Thomas Osborne | TRUSTEE OF STEVEN T. OSBORNE, TTE OSBORNE FAMILY TR U/A 9-28-12 | — |
| Andrew Steven Osborne | CEO, CIO, PRESIDENT & TRUSTEE OF ANDREW S. OSBORNE, TTE ANDREW STEVEN OSBORNE AND LINDSEY DEANN OSBORNE REV TR U/A 7-1-10; CEO, CO-CIO, PRESIDENT & TRUSTEE OF ANDREW S. OSBORNE, TTE ANDREW STEVEN OSBORNE AND LINDSEY DEANN OSBORNE REV TR U/A 7-1-10 | — |
| Emily Tierney Petty | COO, VICE PRESIDENT, TRUSTEE OF EMILY TIERNEY PETTY, TTE TYLER S. PETTY AND EMILY TIERNEY PETTY LVNG TR U/A 8-24-18 | — |
| Lisa Jane Tierney | TRUSTEE OF DARRELL TIERNEY TTE GARDNER-TIERNEY LVG TR U/A 6-23-03 | — |
| Gayle Diane Osborne | TRUSTEE OF STEVEN T. OSBORNE, TTE OSBORNE FAMILY TR U/A 9-28-12 | — |
| Tyler Scott Petty | TRUSTEE OF EMILY TIERNEY PETTY, TTE TYLER S. PETTY AND EMILY TIERNEY PETTY LVNG TR U/A 8-24-18 | — |
| Brandy Kyan Ward | SHAREHOLDER | — |
| Brad Joseph Harrison | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, TREASURER AND TAX MANAGER | — |
| Lindsey Deann Osborne | TRUSTEE OF ANDREW S. OSBORNE, TTE ANDREW STEVEN OSBORNE AND LINDSEY DEANN OSBORNE REV TR U/A 7-1-10 | — |
| HARRISON WILLIAM JOSEPH | CHIEF COMPLIANCE OFFICER AND TAX MANAGER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, AND TAX MANAGER | — |
| TIERNEY DARRELL RICHARD | CO-CIO, VP, SECRETARY, TREASURER & TRUSTEE OF DARRELL TIERNEY TTE GARDNER-TIERNEY LVG TR U/A 6-23-03; EXECUTIVE CHAIRMAN, VICE PRESIDENT, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER; N/A - ENTRY MARKED FOR TERMINATION FROM SCHEDULE A (+3 more) | — |
| OSBORNE STEVEN THOMAS | CHIEF INVESTMENT OFFICER; CIO & TRUSTEE OF STEVEN T. OSBORNE, TTE OSBORNE FAMILY TR U/A 9-28-12; SHAREHOLDER (+1 more) | — |
| OSBORNE ANDREW STEVEN | CEO, CO-CIO, PRESIDENT & TRUSTEE OF ANDREW S. OSBORNE, TTE ANDREW STEVEN OSBORNE AND LINDSEY DEANN OSBORNE REV TR U/A 7-1-10; CEO, PRESIDENT & TRUSTEE OF ANDREW S. OSBORNE, TTE ANDREW STEVEN OSBORNE AND LINDSEY DEANN OSBORNE REV TR U/A 7-1-10; PRESIDENT (+1 more) | — |
| PETTY EMILY TIERNEY | COO, TRUSTEE OF EMILY TIERNEY PETTY, TTE TYLER S. PETTY AND EMILY TIERNEY PETTY LVNG TR U/A 8-24-18; COO, VICE PRESIDENT, TRUSTEE OF EMILY TIERNEY PETTY, TTE TYLER S. PETTY AND EMILY TIERNEY PETTY LVNG TR U/A 8-24-18; TRUSTEE OF EMILY TIERNEY PETTY, TTE TYLER S. PETTY AND EMILY TIERNEY PETTY LVNG TR U/A 8-24-18 | — |
| TIERNEY LISA JANE | TRUSTEE OF DARRELL TIERNEY TTE GARDNER-TIERNEY LVG TR U/A 6-23-03 | — |
| OSBORNE GAYLE DIANE | TRUSTEE OF STEVEN T. OSBORNE, TTE OSBORNE FAMILY TR U/A 9-28-12 | — |
| OSBORNE LINDSEY DEANN | TRUSTEE OF ANDREW S. OSBORNE, TTE ANDREW STEVEN OSBORNE AND LINDSEY DEANN OSBORNE REV TR U/A 7-1-10 | — |
| PETTY TYLER SCOTT | TRUSTEE OF EMILY TIERNEY PETTY, TTE TYLER S. PETTY AND EMILY TIERNEY PETTY LVNG TR U/A 8-24-18 | — |
| WASHBURN KATHY MARIE | SHAREHOLDER | — |
| WARD BRANDY KYAN | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113761/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113761/similar
- Related entities: https://search.stillhousedata.com/firm/113761/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113761

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.