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COO, Vice President, Trustee of Emily Tierney Petty, TTE Tyler S. Petty and Emily Tierney Petty Lvng TR U/a 8-24-18 · Windward Private Wealth Management Inc.

Emily T. Petty

CRD 6239982 · Named on Form ADV at one SEC-registered adviser

At a glance

Windward Private Wealth Management Inc., an SEC-registered wealth manager based in Overland Park, KS with $310 million in regulatory assets, lists Emily T. Petty on its Form ADV as COO, Vice President, Trustee of Emily Tierney Petty, TTE Tyler S. Petty and Emily Tierney Petty Lvng TR U/a 8-24-18, a control person.

Firms and roles

  • Windward Private Wealth Management Inc.COO, Vice President, Trustee of Emily Tierney Petty, TTE Tyler S. Petty and Emily Tierney Petty Lvng TR U/a 8-24-18Wealth manager · Overland Park, KS · $310M in regulatory assets

AtlasMembers

Emily’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

  • Darrell R. TierneySecretary & Trustee of Darrell Tierney TTE Gardner-Tierney LVG TR U/a 6-23-03, Windward Private Wealth Management Inc.
  • Steven T. OsborneTrustee of Steven T. Osborne, TTE Osborne Family TR U/a 9-28-12, Windward Private Wealth Management Inc.
  • Andrew S. OsborneCEO, CIO, President & Trustee of Andrew S. Osborne, TTE Andrew Steven Osborne and Lindsey Deann Osborne REV TR U/a 7-1-10, Windward Private Wealth Management Inc.
  • Gayle D. OsborneTrustee of Steven T. Osborne, TTE Osborne Family TR U/a 9-28-12, Windward Private Wealth Management Inc.
  • Lisa J. TierneyTrustee of Darrell Tierney TTE Gardner-Tierney LVG TR U/a 6-23-03, Windward Private Wealth Management Inc.

4 more people named with Emily on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Emily’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.