RIA Intel›Advisers›Texas›WINDWARD PARTNERS, L.L.C.

WINDWARD PARTNERS, L.L.C.

Advisory

TX

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in TX

#1,988

of 2,813 advisers by AUM

Average account

$473K

across 63 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, LA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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