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LEEWARD INVESTMENTS

BOSTON, MA · CRD 312557 · IAPD ↗ · 617-468-6700

$2.87BRegulatory AUM
5Advisory reps
14Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — LEEWARD INVESTMENTS notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — LEEWARD INVESTMENTS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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