Windward Private Wealth Management Inc.

Missouri
Registered In
08/25/1999
Incorp. Date
Foreign
Registration Type
Kansas
Foreign Jurisdiction

Company Summary

Windward Private Wealth Management Inc. in Overland Park, KS lists Andrew S Osborne, Osborne of Kansas City, MO and Darrell R Tierney, of Overland Park, KS

Registered In
Missouri
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Kansas
Company Type
Gen. Business - for Profit
Status
Good Standing
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SEC | EDGAR Trellis.Law Recent News
Csc-Lawyers Incorporating Service Company Registered Agent
221 BOLIVAR ST STE 106, JEFFERSON CITY, MO 65101
Andrew S Osborne, Osborne President
4501 NW 79TH TER, KANSAS CITY, MO 64151
Darrell R Tierney, Officer
14248 BENSON ST, OVERLAND PARK, KS 66221-2176 (View Past Addresses)
Emily T Petty, Officer
9229 FARLEY LN, OVERLAND PARK, KS 66212-4954
Bradley J Harrison, Officer
2517 W 75TH PL, PRAIRIE VILLAGE, KS 66208-3619
Darrell R Tierney, Director
14248 BENSON ST, OVERLAND PARK, KS 66221-2176 (View Past Addresses)
Andrew Osborne, Director
4501 NW 79TH TER, KANSAS CITY, MO 64151
Steven T. Osborne, Director
6906 N NORTON AVE, GLADSTONE, MO 64119
Darrell R Tierney, Secretary
14248 BENSON ST, OVERLAND PARK, KS 66221-2176 (View Past Addresses)
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10955 LOWELL AVE STE 410, OVERLAND PARK, KS 66210 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:

Missouri Secretary of State U.S. Department of Labor
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