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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2017
- Office Locations
- 1
Office Locations
About Leeward Financial Partners, LLC
Leeward Financial Partners is a Bellevue, WA RIA providing highly customized wealth management and financial planning for individuals, families, and business owners across the Puget Sound and beyond. The team builds diversified, cost-efficient portfolios with transparent implementation, and supports retirement, tax, and estate/charitable planning. SMA exposure is predominantly ETFs and the firm custodies with Schwab.
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Owner & Executives
MICHAEL D. EMERY
Chief Investment Officer, Director, Manager, President
- CRD
- #4209308
- Ownership
- 50% but less than 75%
JAMES MICHAEL RIDGEWAY
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, Manager
- CRD
- #2629340
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Connor James Ridgeway
Portfolio Manager
- CRD
- #7640114
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $401,470,428 | $661,401 |
| Non-Discretionary | $0 | -- |
| Total | $401,470,428 | $661,401 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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