WESTWARD INVESTMENT ADVISORY

RIASEC RegisteredEst. 2020

Total AUM

$572M

Discretionary

$126M

22% of AUM

Avg account

$9.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MISSION, Kansas
CRD number: 281742
Registered since: May 27, 2020
Website: www.westwardinvestment.com
Custodians: MORGAN STANLEY & CO. LLC, ROBERT W. BAIRD & CO. INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI97.51%
Corporations / Businesses1.27%
Individuals0.76%
Charitable Organizations0.46%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Westward Investment Advisory is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2020. The firm serves both high-net-worth individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and the selection of third‑party advisers. Westward identifies as a capital allocator and runs a practice that heavily favors equity exposure, deploying separately managed account structures and pooled vehicles as appropriate. Fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements, giving the firm flexibility to serve both ongoing advisory relationships and project-based planning work. The firm is not an active ESG investor and does not report pension consulting or related-adviser activities.