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LEEWARD FINANCIAL PARTNERS, LLC

· CRD 288779 · IAPD ↗ · leewardfp.com · (206) 718-6644

$401.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — LEEWARD FINANCIAL PARTNERS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — LEEWARD FINANCIAL PARTNERS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2024 — LEEWARD FINANCIAL PARTNERS, LLC reported RAUM up 47% ($183.1M -> $269.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.