Leeward Wealth Management
Financial Services • 
Fort Collins, Colorado, United States • 1-10 Employees
Company overview
| Headquarters | 2580 E Harmony Rd, Suite 201, Fort Collins, Colorado 80528, US |
| Phone number | +13053044110 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Financial Advisor, Tax Planning, Wealth Management, College Planning, Retirement Planning, Financial Planning, Estate Planning, Insurance/Annuities, Financial Consultant, Wealth Advisor, Cdfa |
| Employees | 1-10 |
| Socials |
Key Contact at Leeward Wealth Management
Leslie Valant
Founder & Senior Wealth Advisor
Leeward Wealth Management Email Formats
Leeward Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@leewardwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@leewardwealth.com | 50% |
{first name} | john@leewardwealth.com | 50% |
About Leeward Wealth Management
Leeward Wealth Management is an independent financial planning firm offering investment management and comprehensive financial planning services to families and small business owners. We help build a plan to create the life you've always dreamed of! We believe in having a strong relationship with you; not just getting to know your portfolio, but getting to know you and your family. A relationship is two-way, so having you get to know us is just as important. We want you to value the interaction, the honesty and commitment we provide to you, and the trust we will always endeavor to earn. We want to be your trusted advisor for the long term! Let's get started today! “Securities offered through JW Cole Financial Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) Leeward Wealth Management and JWC/JWCA are unaffiliated entities.”
Leeward Wealth Management revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Leeward Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Leeward Wealth Management has never raised funding before.
Leeward Wealth Management Tech Stack
Discover the technologies and tools that power Leeward Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
Appointment scheduling
Hosting
United Kingdom
Poland
South Africa
Frequently asked questions
4.8
40,000 users
