Blake Dawson Harris
Investment adviser representative at Windward Private Wealth Management Inc.
12 yearsExperience
3 statesRegistered in
$309.6MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Windward Private Wealth Management Inc.Jun 2024 to now
- Bh Flips LLCMay 2021 to Aug 2024
- Fedex Inc.Sep 2020 to Jul 2024
- Full-time StudentAug 2014 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Windward Private Wealth Management Inc.
$309.6MAssets managed
235Clients
5Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7978556
- Firm CRD
- 113761