Westward Investment Advisory, LLC
● SEC registered since 2020CRD 281742SEC# 801-118800Mission, KS
Reg. AUM
$571.5M
Employees
5
Accounts
61
Location
Mission, KS
Westward Investment Advisory, LLC assets under management
Westward Investment Advisory, LLC operates as an SEC-registered investment adviser based in Mission, KS. The firm has been registered since 2020. It reports $571.5 million in regulatory assets under management and employs 5 people.
Westward Investment Advisory, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey Patrick McLiney Control | Managing Member/Managing Director/Chief Compliance Officer | 50-75% | 2015 |
| James Michael Holcomb Control | Managing Member/Managing Director/Ceo | 25-50% | 2015 |
Frequently asked questions
How much does Westward Investment Advisory, LLC manage?
Westward Investment Advisory, LLC reports $571.5 million in regulatory assets under management on its Form ADV.
How many employees does Westward Investment Advisory, LLC have?
Westward Investment Advisory, LLC reports 5 employees.
Where is Westward Investment Advisory, LLC located?
Westward Investment Advisory, LLC is based in Mission, KS and has been SEC-registered since 2020.
Does Westward Investment Advisory, LLC disclose fund performance?
Westward Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5201 Johnson Drive, Suite 410, Mission, KS 66205 |
| Phone | 414-716-6300 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$571.5M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$571.5Mregulatory AUM
Discretionary $126MNon-discretionary $445.5M