# Westward Investment Advisory

Westward Investment Advisory is a Bank / Wealth / Trust based in Mission, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mission, United States
- **Region:** North America
- **Address:** Prairie Village, KS, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** westwardinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/westward-investment-advisory

## Regulatory record

- **CRD number:** 281742
- **SEC file number:** 801-118800
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281742

## About

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.

## Questions

### Is Westward Investment Advisory affiliated with a larger bank or broker-dealer?

Westward Investment Advisory operates as an independent registered investment advisor. It is not affiliated with a larger bank, broker-dealer, or insurance platform, which allows it to select investments and third-party managers without product-distribution mandates or proprietary fund quotas. This structure is common among smaller RIAs that emphasize fiduciary alignment with clients.

## Related profiles

- [Westview Investment Advisors](https://altss.com/profile/westview-investment-advisors)
- [Westwind Capital](https://altss.com/profile/westwind-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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