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LEEWARD FINANCIAL PARTNERS, LLC

CRD 288779 · SEC 801-119921

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AZ, United States

Phone

(206) 718-6644

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$401.5M

Discretionary AUM

$401.5M

Team

3 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; PROJECT BASED FEE

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals54$17.8M
High net worth individuals187$383.7M

States served

AZ, CA, WA, TX

All web addresses on file

Official SEC filing: View on IAPD