# Westward Planning Group

Westward Planning Group is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/bob-winkelman-cfp%c2%ae-8a41b4b

## Regulatory record

- **CRD number:** 301666
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301666

## About

WESTWARD PLANNING GROUP is a state-registered investment adviser with $11 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Who runs Westward Planning Group?

The firm has not publicly identified its managing principals or investment committee members. No named individuals appear in public filings or press coverage accessible through standard research channels.

### Where is Westward Planning Group headquartered?

The firm's headquarters city and state are not disclosed in the available public record. A specific address cannot be confirmed.

### What is Westward Planning Group's investment philosophy?

The firm's investment philosophy is not publicly documented. Without firm-produced content or press coverage, inferences about asset allocation or manager selection are speculative.

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Last updated: 2026-07-06T01:24:28.778Z

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