Leeward Financial Partners, LLC

Overview

Leeward Financial Partners, LLC is an independent registered investment adviser that concentrates on individual and family clients with a clear tilt toward equity-oriented portfolios. The firm provides financial planning and portfolio management for individuals and small businesses, charging clients via a percentage of assets under management, hourly fees and other fee arrangements. Its stated preference is for exchange-traded equities and ETFs rather than fixed income or cash-focused strategies, and it does not identify as an active ESG investor. Portfolio construction appears to prioritize liquid, publicly traded securities delivered through separately managed account structures and pooled mutual fund vehicles. Leeward’s filings show a concentrated practice of implementing equity exposure through ETFs and individual stocks, supplemented by mutual funds where appropriate. There is no listing of third-party private alternative fund managers on record, suggesting a governance and operational emphasis on transparent, liquid instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices