WINDWARD PRIVATE WEALTH MANAGEMENT INC. of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 113761). Regulatory assets under management: $309.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| 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 | — |