Leeward Financial Partners, LLC
● SEC registered since 2020CRD 288779SEC# 801-119921
Reg. AUM
$401.5M
Employees
3
Accounts
607
Location
—
Leeward Financial Partners, LLC assets under management
Leeward Financial Partners, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $401.5 million in regulatory assets under management and employs 3 people.
Leeward Financial Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Michael Ridgeway Control | Member, Manager, Chief Executive Officer And Chief Compliance Officer | 50-75% | 2017 |
| Michael D. Emery Control | Member, Manager, President And Chief Investment Officer | 50-75% | 2017 |
Frequently asked questions
How much does Leeward Financial Partners, LLC manage?
Leeward Financial Partners, LLC reports $401.5 million in regulatory assets under management on its Form ADV.
How many employees does Leeward Financial Partners, LLC have?
Leeward Financial Partners, LLC reports 3 employees.
Does Leeward Financial Partners, LLC disclose fund performance?
Leeward Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (206) 718-6644 |
| Fax | N/A |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$401.5M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$401.5Mregulatory AUM
Discretionary $401.5M