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Emily Tierney Petty

Windward Private Wealth Management Inc.

Overland Park, KS

Overland Park, KS

CRD 6239982

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Employer firm

Windward Private Wealth Management Inc. CRD 113761

$310M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Windward Private Wealth Management Inc.

10955 Lowell Avenue Suite 410, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-04
KS RA APPROVED 2014-02-13
MO RA APPROVED 2014-02-13
  • TX RA
    APPROVED
    Since 2023-10-04
  • KS RA
    APPROVED
    Since 2014-02-13
  • MO RA
    APPROVED
    Since 2014-02-13

Branch Locations

Overland Park, KS • United States

10955 Lowell Avenue Suite 410, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Windward Private Wealth Management Inc. Overland Park KS 01/2026 Present
Windward Private Wealth Management Inc. Overland Park KS 08/2016 12/2025
Windward Private Wealth Management Inc. Overland Park KS 01/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-13
  • S65 Uniform Investment Adviser Law Examination
    2014-02-13
Designations
  • Certified Financial Planner
Other Names
  • Emily Kathryn Tierney

View on SEC IAPD

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