WESTWARD PARTNERS LLC

2412 Westlake Ave N
Suite 4
Seattle, Washington 98109
Tel: 206-669-4007

About WESTWARD PARTNERS LLC

WESTWARD PARTNERS LLC, formally registered with the SEC as WESTWARD PARTNERS LLC. The firm was established in 09/13/2023. They have over 1 offices throughout the country.

WESTWARD PARTNERS LLC is a Seattle, Washington based Financial Planning firm with nearly $288,472,814 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300994
SEC#	801-128729
Assets Managed by Firm	$288,472,814
No. of Clients	7
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based
Other (PORTFOLIO COMPANY CONSULTING FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (FINANCIAL AND MANAGEMENT CONSULTING FOR PORTFOLIO COMPANIES)

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$288,472,814

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