Leeward Financial Partners, LLC

RIASEC Registered

Total AUM

$401M

Discretionary

$401M

100% of AUM

Avg account

$661K

Accounts

607

Employees

3

Advisory reps

3

Firm details

Headquarters: ,
CRD number: 288779
Registered since: December 4, 2020
Website: leewardfp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI95.56%
Individuals4.44%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Leeward Financial Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Leeward bills using a combination of assets-under-management fees, hourly charges, and other fee arrangements. It does not describe itself as a capital allocator, pension consultant, multi-state ESG investor, or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities96%
State & Local Bonds2%
Cash & Cash Equivalents2%

Owners & executives

2 of 2

Michael Emery
Founder & Chief Investment OfficerCRD 4209308
James Ridgeway
Founder & CEOCRD 2629340

Contacts

1 of 1

Connor Ridgeway
Portfolio ManagerCRD 7640114

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 50

Active vs passive

$223M in ETFs

Passive

92%

$204M

Active

7%

$18.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)	Vanguard	Passive	Large Growth	$22.1M	256,418	9.92%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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