Leeward Financial Partners, LLC
Leeward Financial Partners, LLC is an SEC-registered wealth manager with $401.5M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Leeward Financial Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288779, SEC 801-119921, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $401.5M (2026-03-25)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 241
- CRD
- 288779
- Ownership
- RIDGEWAY, JAMES, MICHAEL; EMERY, MICHAEL, D.
How much AUM does Leeward Financial Partners, LLC have?
Leeward Financial Partners, LLC reported $401.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Leeward Financial Partners, LLC?
Disclosed owners and executives of Leeward Financial Partners, LLC include RIDGEWAY, JAMES, MICHAEL, EMERY, MICHAEL, D.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.