Leeward Financial Partners, LLC

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Client assets under management

$401,470,428

Clients

241

78% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,665,852

About

Leeward Financial Partners is an SEC-registered investment adviser managing approximately $401 million on a discretionary, separately managed account basis for high-net-worth and ultra-high-net-worth individuals and, selectively, foundations, endowments and corporate clients. The firm provides bespoke portfolio management, financial planning and consulting services and typically begins relationships with a detailed fact-finding on goals, risk tolerance, tax and estate considerations; it generally applies a multi-million-dollar account minimum that may be reduced in select cases.

The firm applies an institutional-style, long-term asset allocation approach that emphasizes diversification, risk management, cost control and transparency, implementing portfolios primarily with ETFs and individual equities. Leeward typically acts on a discretionary basis, recommends Charles Schwab as custodian and executes most trades through that custodian while employing trade batching and periodic performance and objective reviews to seek best execution.

Noteworthy features include principals with institutional investment backgrounds who run a small advisor team yet serve both UHNW individuals and select institutional mandates, and a policy framework that avoids performance fees, cross trades and brokerage referrals. The brochure also discloses an uncommon operational practice: for accounts held away from their recommended custodian the firm may access those accounts using client-provided login credentials (a situation it says is subject to an annual surprise exam by an independent auditor), and the firm does not vote client proxies, leaving voting to clients.

Client services

Financial planning Portfolio management

Expertise

Wealth management Tax-loss harvesting Retirement income strategy

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Project-based flat fee for financial planning and consulting services, negotiated with client

Percentage

$0 - $1 million: 1.00% annually $1 million - $3 million: 0.85% annually $3 million - $5 million: 0.75% annually $5 million+: 0.60% annually

Project-based

Starting at $350/hour, negotiable

Other

Account minimum: $2 million Fee-only: Project-based flat fee for financial planning and consulting services, negotiated with client; hourly rate starting at $350/hour, negotiable

Main office location

Leeward Financial Partners, LLC

Bellevue WA, United States

Number of offices

Most active in

Arizona · California · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (206) 718-6644

Advisors at this firm

Michael E

CFA®

Bellevue, WA

Leeward Financial Partners, LLC

Michael Emery is a CFA® charterholder with eight years of industry experience. He has been with Leeward Financial Partners, LLC since 2017 and also holds a senior portfolio manager and analyst role at Rainier Investment Management, LLC, where he co-heads US Equity Portfolio Management focusing on domestic growth equity strategies. Leeward Financial Partners serves high net worth and ultra-high net worth individuals, as well as selected foundations, endowments, and corporate assets, offering discretionary separately managed account investment management along with financial planning and consulting. The firm employs a long-term, asset-allocation-driven investment approach that emphasizes risk management, cost control, and transparency.

Wealth management Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner

James R

Series 63, Series 65

Bellevue, WA

Leeward Financial Partners, LLC

James Ridgeway is a financial advisor at Leeward Financial Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Manning & Napier Associates and Rainier Investment Management, LLC. Outside of his advisory role, he serves as chair of the finance committee for SE Boise Boat and RV Storage, LLC. Leeward Financial Partners serves high net worth and ultra-high net worth individuals, as well as selected foundations, endowments, and corporate assets, offering discretionary separately managed account investment management along with financial planning and consulting. The firm employs a long-term, asset-allocation-driven investment approach focused on risk management, cost control, and transparency.

Wealth management Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner

Connor R

CFA®

Bellevue, WA

Leeward Financial Partners, LLC

Connor Ridgeway is a CFA® charterholder with three years of industry experience. He is currently an advisor at Leeward Financial Partners, LLC, where he has worked since 2022. Prior to joining Leeward, he spent several years at Verus Investments. Leeward Financial Partners serves high net worth and ultra-high net worth individuals, as well as selected foundations, endowments, and corporate assets. The firm provides discretionary separately managed account investment management along with financial planning and consulting, following a long-term, asset-allocation-driven approach that emphasizes risk management, cost control, and transparency.

Wealth management Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner

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