This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$401MItem 5.F on the latest filing (2026-09-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$401M

Private client RAUM

$401MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$134Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

607

Individual clients

54

High net worth clients

187

Custody, client assets

$11.0M

SEC number

801-119921

CRD

288779

Filings on the tape

16

First filed

Jun 17, 2017

Latest filed

Sep 11, 2026

Organised

Limited Liability Company, WA

Website

leewardfp.com

• Occurred

  Jun 17, 2017
  First Form ADV filing

  Leeward Financial Partners, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0c883dc9-4ba3-5e92-78ca-e8b7cec25d09

First observed

Jun 17, 2017

Last observed

Sep 11, 2026 9 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.