James Ridgeway
Leeward Financial Partners · Bellevue, Washington
James Ridgeway is a fee-only financial advisor at Leeward Financial Partners in Bellevue, Washington. James focuses on equity compensation, estate & legacy planning and sustainable & impact investing. Leeward Financial Partners reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to James →
Specialties
Facts
| Firm | Leeward Financial Partners |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $401.5M across 607 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 2629340 |
| Exams passed | Series 63 (1995) · Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.leewardfp.com |
How James's firm compares
- Leeward Financial Partners's average account is about $661,000, from its Form ADV (assets managed divided by 607 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Ridgeway a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Leeward Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Leeward Financial Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Ridgeway based?
James Ridgeway is based in Bellevue, Washington.
What does James specialize in?
James's specialties include equity compensation, estate & legacy planning and sustainable & impact investing.
Is James Ridgeway registered with the SEC?
Yes. James Ridgeway is registered as an investment adviser representative in TX and WA (CRD 2629340), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Leeward Financial Partners manage?
Leeward Financial Partners reports $401.5M across 607 accounts in assets under management.
How do I contact James Ridgeway?
Through James's website, www.leewardfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Leeward Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.