# Leeward Financial Partners, LLC

> Leeward Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 288779
- Filed as: LEEWARD FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288779
- AdvisorCensus page: https://advisorcensus.com/firm/leeward-financial-partners-llc-288779

## Quick answers

**How is Leeward Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Leeward Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**How much does Leeward Financial Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $350 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Leeward Financial Partners, LLC registered with the SEC or a state?**
Leeward Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 288779.

**How much does Leeward Financial Partners, LLC manage?**
Leeward Financial Partners, LLC reports $401,470,428 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**How have Leeward Financial Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Leeward Financial Partners, LLC: Regulatory assets under management: $142,028,747 in the October 2021 data and $401,470,428 in the October 2026 data, up 183%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Leeward Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (187); individuals (other than high net worth individuals) (54).

**Which custodians does Leeward Financial Partners, LLC use?**
Leeward Financial Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Leeward Financial Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288779

**Does Leeward Financial Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "The minimum account size for new accounts is generally $2 million, although Leeward may elect to reduce or waive this requirement, based on factors such as whether the account is for a family member of a current client, is a referral from a current client, or is an individual who is early in his or her savings accumulation."

**What changed in Leeward Financial Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $323,762,046 to $401,470,428 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> The minimum account size for new accounts is generally $2 million, although Leeward may elect to reduce or waive this requirement, based on factors such as whether the account is for a family member of a current client, is a referral from a current client, or is an individual who is early in his or her savings accumulation.

- Hourly rate: $350 an hour (financial planning and consulting services)

> Our hourly rate for such services will start at $350 an hour, however, this is negotiated with the client at the time of executing the contract.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $401,470,428
- Discretionary: $401,470,428
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $17,810,788 |
| High net worth individuals | 187 | $383,659,640 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- leewardfp.com
- LinkedIn @leeward-financial-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $142,028,747 | 2 | July 26, 2021 |
| October 2022 | $188,103,405 | 2 | August 31, 2022 |
| October 2023 | $183,134,394 | 3 | March 23, 2023 |
| October 2024 | $269,908,119 | 3 | March 17, 2024 |
| October 2025 | $323,762,046 | 3 | March 20, 2025 |
| October 2026 | $401,470,428 | 3 | September 11, 2026 |

Regulatory assets under management: $142,028,747 in the October 2021 data and $401,470,428 in the October 2026 data, up 183%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $323,762,046 to $401,470,428 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Leeward Financial Partners, LLC (CRD 288779): Form ADV filing data as of October 2026.