LEEWARD FINANCIAL PARTNERS, LLC
Adviser information for LEEWARD FINANCIAL PARTNERS, LLC last updated from Form ADV on March 17th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Washington, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 2 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 521 | $269.9M |
Non-Discretionary | 0 | $0 |
Total | 521 | $269.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 76 | $41.9M |
HNW Individuals | 82 | $226.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $1.6M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUMHourly chargesPROJECT BASED FEE |
Principal Office
67 CASCADE KEYBELLEVUE
WA
United States
Monday - Friday, 9 AM - 5 PM
Tel: (206) 718-6644, Fax: N/A
Chief Compliance Officer
JAMES M. RIDGEWAY
CHIEF EXECUTIVE OFFICER
67 CASCADE KEY
BELLEVUE
WA
United States
Tel:
(206) 718-6644
Fax:
N/A
J**@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
EMERY, MICHAEL, D. | Individual | – | MEMBER, MANAGER, PRESIDENT AND CHIEF INVESTMENT OFFICER | 05/2017 | 50-75% |
RIDGEWAY, JAMES, MICHAEL | Individual | – | MEMBER, MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | 05/2017 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADAPTIVE BIOTECHNOLOGIES COR | COM | 187K | 52K | – |
ADOBE INC | COM | 5M | 8K | – |
ALPHABET INC | CAP STK CL A | 6M | 31K | – |
AMAZON COM INC | COM | 10M | 50K | – |
APPLE INC | COM | 9M | 42K | – |
ARISTA NETWORKS INC | COM | 314K | 896 | – |
AUTOMATIC DATA PROCESSING IN | COM | 318K | 1K | – |
AXON ENTERPRISE INC | COM | 729K | 2K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 496K | 1K | – |
BOEING CO | COM | 1M | 7K | – |
BROADCOM INC | COM | 2M | 2K | – |
CHIPOTLE MEXICAN GRILL INC | COM | 348K | 6K | – |
COSTCO WHSL CORP NEW | COM | 888K | 1K | – |
CROWDSTRIKE HLDGS INC | CL A | 231K | 603 | – |
DECKERS OUTDOOR CORP | COM | 275K | 284 | – |
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 267K | 7K | – |
DONALDSON INC | COM | 249K | 3K | – |
EATON CORP PLC | SHS | 6M | 20K | – |
ECOLAB INC | COM | 4M | 17K | – |
ELI LILLY & CO | COM | 4M | 4K | – |
FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 1M | 59K | – |
GALLAGHER ARTHUR J & CO | COM | 2M | 8K | – |
GOLDMAN SACHS GROUP INC | COM | 4M | 8K | – |
HOME DEPOT INC | COM | 390K | 1K | – |
ILLINOIS TOOL WKS INC | COM | 287K | 1K | – |
INGERSOLL RAND INC | COM | 222K | 2K | – |
INTERACTIVE BROKERS GROUP IN | COM CL A | 200K | 2K | – |
INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 1M | 56K | – |
INVESCO QQQ TR | UNIT SER 1 | 435K | 908 | – |
ISHARES TR | CORE S&P500 ETF | 3M | 6K | – |
ISHARES TR | U.S. TECH ETF | 2M | 15K | – |
ISHARES TR | NATIONAL MUN ETF | 3M | 29K | – |
ISHARES TR | BROAD USD HIGH | 2M | 47K | – |
ISHARES TR | IBOXX HI YD ETF | 512K | 7K | – |
JPMORGAN CHASE & CO | COM | 210K | 1K | – |
LOWES COS INC | COM | 281K | 1K | – |
MARRIOTT INTL INC NEW | CL A | 999K | 4K | – |
META PLATFORMS INC | CL A | 274K | 544 | – |
MICROSOFT CORP | COM | 16M | 36K | – |
MONSTER BEVERAGE CORP NEW | COM | 442K | 9K | – |
NETFLIX INC | COM | 3M | 5K | – |
NOVO-NORDISK A S | ADR | 229K | 2K | – |
NVIDIA CORPORATION | COM | 6M | 46K | – |
PACCAR INC | COM | 2M | 17K | – |
PALANTIR TECHNOLOGIES INC | CL A | 264K | 10K | – |
PNC FINL SVCS GROUP INC | COM | 2M | 14K | – |
REGAL REXNORD CORPORATION | COM | 319K | 2K | – |
SCHWAB STRATEGIC TR | US TIPS ETF | 1M | 21K | – |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 6M | 147K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 201K | 4K | – |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 9M | 92K | – |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 4M | 55K | – |
SERVICENOW INC | COM | 2M | 3K | – |
SHOPIFY INC | CL A | 203K | 3K | – |
SPDR S&P 500 ETF TR | TR UNIT | 3M | 5K | – |
SPDR SER TR | PORTFOLI S&P1500 | 1M | 16K | – |
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 2M | 41K | – |
STARBUCKS CORP | COM | 709K | 9K | – |
ULTA BEAUTY INC | COM | 1M | 4K | – |
UNITEDHEALTH GROUP INC | COM | 1M | 2K | – |
VANECK ETF TRUST | SEMICONDUCTR ETF | 346K | 1K | – |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 3M | 36K | – |
VANGUARD BD INDEX FDS | LONG TERM BOND | 4M | 64K | – |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 2M | 26K | – |
VANGUARD BD INDEX FDS | INTERMED TERM | 4M | 52K | – |
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 2M | 30K | – |
VANGUARD INDEX FDS | LARGE CAP ETF | 11M | 44K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 332K | 1K | – |
VANGUARD INDEX FDS | VALUE ETF | 12M | 77K | – |
VANGUARD INDEX FDS | SM CP VAL ETF | 6M | 34K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 360K | 4K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 7M | 31K | – |
VANGUARD INDEX FDS | GROWTH ETF | 16M | 42K | – |
VANGUARD INDEX FDS | SML CP GRW ETF | 5M | 20K | – |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 1M | 27K | – |
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 3M | 65K | – |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1M | 17K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3M | 16K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 6M | 113K | – |
VANGUARD WORLD FD | INF TECH ETF | 15M | 26K | – |
VERTEX PHARMACEUTICALS INC | COM | 941K | 2K | – |
VERTIV HOLDINGS CO | COM CL A | 3M | 30K | – |
VISA INC | COM CL A | 4M | 14K | – |
WORKDAY INC | CL A | 1M | 6K | – |