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Member, Manager, Chief Executive Officer and Chief Compliance Officer · Leeward Financial Partners, LLC

James M. Ridgeway

CRD 2629340 · Named on Form ADV at one SEC-registered adviser

At a glance

Leeward Financial Partners, LLC, an SEC-registered wealth manager with $401 million in regulatory assets, lists James M. Ridgeway on its Form ADV as Member, Manager, Chief Executive Officer and Chief Compliance Officer, a control person.

Firms and roles

  • Leeward Financial Partners, LLCMember, Manager, Chief Executive Officer and Chief Compliance OfficerWealth manager · United States · $401M in regulatory assets

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael D. EmeryMember, Manager, President and Chief Investment Officer, Leeward Financial Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.