Westward Partners LLC
Westward Partners LLC is an SEC-registered asset manager in Seattle, WA with $374.0M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Westward Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300994, SEC 801-128729, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $374.0M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Seattle, WA
- Employees
- 5
- Clients
- 9
- CRD
- 300994
- Ownership
- TOLZMANN, ERIK, STANLEY; ERKE, BRIAN, GREGORY; BALDRIDGE, ROBERT, ANDREW
How much AUM does Westward Partners LLC have?
Westward Partners LLC reported $374.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Westward Partners LLC?
Disclosed owners and executives of Westward Partners LLC include TOLZMANN, ERIK, STANLEY, ERKE, BRIAN, GREGORY, BALDRIDGE, ROBERT, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.