Windward Private Wealth Management Inc.

Company Summary

Windward Private Wealth Management Inc. at 10955 Lowell Ave # 410, Overland Park, Ks 66210 lists Darrell R. Tierney of Overland Park, KS.

Registered In
Kansas
Incorporation Date
Registration Type
Domestic
Company Type
Kansas for Profit Corporation
Status
Active and in Good Standing
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Darrell R. Tierney Registered Agent
10955 LOWELL AVE STE 410, OVERLAND PARK, KS 66210
10955 LOWELL AVE # 410, OVERLAND PARK, KS 66210 (Mailing) View Map

Financial Information for Windward Private Wealth Management Inc.

Form 5500

WINDWARD PRIVATE WEALTH MANAGEMENT INC.

10955 Lowell Avenue, Suite 410, Overland Park, Ks 66210 (913) 381-7411 EIN:48-1217561 Plan Admin:Bradley Harrison
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWINDWARD PRIVATE WEALTH MANAGEMENT INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$976,239 / $1,142,947 2023 WINDWARD PRIVATE WEALTH MANAGEMENT INC. 401(K) PLAN - Plan #001 9 / 8 $976,239 / $1,142,947
2022 Plan NameWINDWARD PRIVATE WEALTH MANAGEMENT INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 9 Assets BOY/EOY$1,086,671 / $976,239 2022 WINDWARD PRIVATE WEALTH MANAGEMENT INC. 401(K) PLAN - Plan #001 10 / 9 $1,086,671 / $976,239
2021 Plan NameWINDWARD PRIVATE WEALTH MANAGEMENT INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$822,596 / $1,086,671 2021 WINDWARD PRIVATE WEALTH MANAGEMENT INC. 401(K) PLAN - Plan #001 9 / 11 $822,596 / $1,086,671
2020 Plan NameWINDWARD PRIVATE WEALTH MANAGEMENT INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$593,910 / $822,596 2020 WINDWARD PRIVATE WEALTH MANAGEMENT INC. 401(K) PLAN - Plan #001 9 / 9 $593,910 / $822,596
2019 Plan NameWINDWARD PRIVATE WEALTH MANAGEMENT INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$404,089 / $593,910 2019 WINDWARD PRIVATE WEALTH MANAGEMENT INC. 401(K) PLAN - Plan #001 8 / 8 $404,089 / $593,910
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

State of Kansas Office of the Secretary of State U.S. Department of Labor
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