Leeward Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals and, on a selective basis, foundations, endowments and corporate clients. The firm provides bespoke separately managed portfolio management, financial planning, and consulting services, typically on a discretionary basis.
Leeward applies an institutional investment perspective with a long-term, asset-allocation–driven approach that emphasizes risk management, cost control and transparency. Portfolios are typically constructed using ETFs and individual stocks (with mutual funds, bonds or other instruments used as needed) and are tailored to each client’s goals, risk comfort and planning considerations.
The firm is a small, principal-led advisory team managing roughly $401 million in discretionary assets, which results in a relatively high assets-per-advisor ratio for a firm of its size. Notable operational features include a general recommendation that clients custody assets at Charles Schwab (with most trades executed there and clients typically not permitted to direct brokerage), a standard account threshold of about $2 million that may be waived in special cases, a policy that clients vote their own proxies, and the practice of accessing some held-away accounts with client credentials (for which Leeward engages an annual surprise audit).
Client services
Expertise
Fee options
Negotiated project-based flat fees for financial planning and consulting services
$0 - $1 million: 1.00% annually $1 million - $3 million: 0.85% annually $3 million - $5 million: 0.75% annually $5 million+: 0.60% annually
Starting at $350 per hour (negotiable)
Account minimum: $2 million
Main office
Bellevue WA
Advisors at this office
3
Most active in
Arizona · California · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael E
CFA®
Bellevue, WA
Leeward Financial Partners, LLC
Michael Emery is a CFA® charterholder with eight years of industry experience. He is an advisor at Leeward Financial Partners, LLC, where he has worked since 2017. Emery also serves as Co-Head of US Equity Portfolio Management and a senior portfolio manager at Rainier Investment Management, LLC, focusing on domestic growth equity strategies for institutional investors. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm offers customized portfolio management, financial planning, and consulting services with an institutional investment approach emphasizing long-term asset allocation, risk management, and cost control.
James R
Series 63, Series 65
Bellevue, WA
Leeward Financial Partners, LLC
James Ridgeway is a financial advisor at Leeward Financial Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Manning & Napier Associates. Outside of his advisory role, Ridgeway serves as chair of the finance committee for a boat and RV storage business in Boise, Idaho. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm employs a long-term, asset-allocation-driven investment approach focused on risk management, cost control, and transparency.
Connor R
CFA®
Bellevue, WA
Leeward Financial Partners, LLC
Connor Ridgeway is a CFA® charterholder with four years of industry experience. He is currently with Leeward Financial Partners, LLC in Bellevue, WA, where he has worked since 2022. Prior to joining Leeward, he worked at Verus Investments from 2017 to 2022. Leeward Financial Partners serves high-net-worth and ultra-high-net-worth individuals, as well as select foundations, endowments, and corporate clients. The firm offers customized portfolio management, financial planning, and consulting services using a long-term, asset allocation–driven approach focused on risk management, cost control, and transparency.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)