Westward Investment Advisory

Overview

Westward Investment Advisory was founded in 2015 and is headquartered in Prairie Village, Kansas. The firm registered with the SEC as an investment advisor, operating under a fiduciary standard that legally obligates it to place client interests ahead of its own. Its client base spans individuals and not-for-profit organizations, a mix that shapes the firm's emphasis on durable, risk-aware portfolio construction rather than aggressive growth mandates. Westward provides investment management and portfolio advisory services. The firm constructs portfolios across public equities, fixed income, and cash management, with an approach weighted toward strategic asset allocation rather than tactical trading. For not-for-profit clients, this typically translates into income-aware portfolio design calibrated to spending-policy requirements. The firm operates without proprietary pooled investment vehicles, serving clients through separately managed accounts. Kansas City-area economic drivers, including a concentration of philanthropic foundations and family-owned enterprises, form the natural geography for Westward's relationship-based client acquisition. Team size and total regulatory assets under management are not publicly disclosed. The firm maintains its sole office in Prairie Village, a suburb of Kansas City, positioning it within a regional wealth corridor that includes the Greater Kansas City Community Foundation and several multi-generational business families. Westward has not publicly announced new fund launches, strategic acquisitions, or leadership transitions in the past 24 months. Structurally, Westward's differentiator is its status as an independent RIA without affiliation to a larger bank, broker-dealer, or insurance platform. This independence eliminates product-distribution quotas and proprietary fund bias, allowing the firm to select from the full universe of third-party asset managers and securities. For not-for-profit boards and individual retirees, this architecture aligns incentives toward objective manager selection and fee transparency — a governance feature that larger wirehouse-affiliated advisors cannot always replicate. WESTWARD INVESTMENT ADVISORY was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-23, it reported 5 employees; 61 advisory accounts; services including Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.