Leeward Financial Partners, Llc
- Regulatory AUM
- $401M
- Discretionary
- $401M
- Clients
- 241
- Avg AUM / client
- $1.7M
- Accounts
- 607
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 54 | $17.8M | 4.44% |
| High net worth individuals | 187 | $384M | 95.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Wpmg 401(k) Retirement Savings Plan Washington Permanente Medical Group, P.C. | 2024 | |
| Williams & Connolly Llp Savings Plan And Trust Williams & Connolly Llp | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Michael Ridgeway | Member, Manager, Chief Executive Officer And Chief Compliance Officer | May 2017 (9y) | 50% – 75% | |
| Michael D. Emery | Member, Manager, President And Chief Investment Officer | CFA | May 2017 (9y) | 50% – 75% |
| Connor James Ridgeway | Registered representative | CFA | Oct 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Wpmg 401(k) Retirement Savings Plan | Washington Permanente Medical Group, P.C. | 1,654 | $1.5B | 01/01/2024 |
| Williams & Connolly Llp Savings Plan And Trust | Williams & Connolly Llp | 651 | $162M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 912 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • PROJECT BASED FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $377M (94% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗