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Trustee of Steven T. Osborne, TTE Osborne Family TR U/a 9-28-12 · Windward Private Wealth Management Inc.

Gayle D. Osborne

CRD 7081176 · 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 Gayle D. Osborne on its Form ADV as Trustee of Steven T. Osborne, TTE Osborne Family TR U/a 9-28-12.

Firms and roles

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Gayle’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.

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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.
  • Emily T. PettyCOO, 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.
  • 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 Gayle 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 Gayle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.