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Westward Partners LLC

Headquartered in SEATTLE, WA

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Firm Information

Westward Partners LLC is a Seattle, WA-based investment advisor with approximately $288,472,814 in regulatory assets under management. The firm provides financial and management consulting for portfolio companies, as well as portfolio management for pooled investment vehicles. They have a total of 7 clients, all of which are pooled investment vehicles. Westward Partners LLC is registered with the SEC and their SEC number is 801-128729.

Westward Partners LLC

2412 WESTLAKE AVE N

SEATTLE, WA 98109

$288.47M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial and management consulting for portfolio companies

Financial and management consulting for portfolio companies

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Portfolio company consulting fees

Branch Locations (1)

WESTWARD PARTNERS LLC has a total of 1 branch locations across the country.
location

SEATTLE, WA

Advisors at Westward Partners LLC

View All 2 Advisors
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Robert Andrew Baldridge

RA

SEATTLE, WA

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Erik Stanley Tolzmann

RA

SEATTLE, WA

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Unclaimed
Brian Gregory Erke

RA

SEATTLE, WA

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Disclosures

There are no public disclosures for Westward Partners LLC.

Frequently Asked Questions (8)

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