Leeward Financial Partners, LLC
SEC RegisteredA Fresh Approach to Wealth Management Unbiased. Transparent. Experienced.
About the firm
Leeward Financial Partners provides smart, institutional-caliber investing for individuals, families and businesses. The firm takes a holistic look at clients' complete financial pictures and provides a clear strategy for navigating their financial future, using a seven-step process to create personalized wealth management strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset Management, Financial Planning, Estate Planning & Philanthropic Strategy, Managing RSUs, Tax Efficiency, and Socially Responsible Investing
Who they serve
Individuals, families and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 54 | $18M |
| High Net Worth Individuals | 187 | $384M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1 million | 1.00% |
| Next $2 million | 0.85% |
| Next $3 million | 0.75% |
| Above $5 million | 0.60% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Leeward Financial Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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