DBA: WESTWARD INVESTMENT ADVISORY
| Total AUM | $571.5M |
| Discretionary | $126.0M22% of AUM |
| Non-Discretionary | $445.5M |
| Client Accounts | 61 |
| Avg Account Size | $9.4M |
| Employees | 5 |
| Peak AUM | $571.5MMar 2026 |
| AUM CAGR | +31.0% /yrover 6 yrs · 10 filings |
Total AUM
$572M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $572M | +16.7% | +20.5% | +22.4% | |
| Discretionary AUM | |||||
| Total AUM | $571.5M |
| Discretionary | $126.0M |
| Employees | 5 |
| Client Accounts | 61 |
| Client Range | 0 |
Address
5201 JOHNSON DRIVE
MISSION KS 66205
Phone
414-716-6300
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$126M
22.1% of AUM
Non-Discretionary
$445M
77.9% of AUM
Disc. mix ▲ 3.6pp vs 1 year ago
No related registrations reported
| $126M |
| +39.5% |
| +41.8% |
| +34.1% |
| Non-Disc. AUM | $445M | +11.6% | +16.4% | +20.0% |
| Total Accounts | 61 | +8.9% | +4.1% | +6.3% |
| Avg Account Size | $9M | +7.2% | +15.7% | +15.1% |
| Employees | 5 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $114M | +16.7% | +20.5% | +22.4% |
Client AUM Segments | |||||
| Wealth AUM | $562M | +16.6% | +20.3% | +22.2% | |
| Institutional AUM | $10M | +27.1% | +31.0% | +32.0% | |
Client Count Segments | |||||
| HNW Clients | 7 | +40.0% | +11.9% | 14.1% | |
| Institutional | 4 | — | — | — | — |
| Individuals | 9 | 10.0% | 3.5% | 3.9% | |