Leeward Financial Partners, LLC (Bellevue)

Name: Leeward Financial Partners, LLC
Address: 67 Cascade Key, Bellevue, WA, 98006
Telephone: (206) 718-6644

Leeward Financial Partners, LLC is an adviser based in Bellevue. It manages $5.5 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2017.

Leeward Financial Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Leeward Financial Partners: assets under management

The assets under management (AUM) of Leeward Financial Partners, LLC is $5.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 175% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.1 million each.

Investments

The firm invests in cash and cash equivalents the most. They account for 49% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 24% of the firm’s portfolio. Investments in exchange traded securities form 16% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Leeward Financial Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Leeward Financial Partners, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael D. Emery	Member, manager, president and chief investment officer	1 May 2017	50% - 75%	4209308
James Michael Ridgeway	Member, manager, chief executive officer and chief compliance officer	1 May 2017	50% - 75%	2629340

Based in Bellevue

The principal office where Leeward Financial Partners, LLC performs its advisory services is located at 67 Cascade Key, Bellevue, WA 98006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (206) 718-6644 or by fax N/A. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at leewardfinancialpartners.com.