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WESTWARD PARTNERS LLC

SEATTLE, WA · CRD 300994 · IAPD ↗ · westwardpartnersllc.com · 206-669-4007

$374.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2024 — WESTWARD PARTNERS LLC reported RAUM up 32% ($218.7M -> $288.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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