80 West Asset Management, LLC

RIAState Registered
Total AUM
$6.9M
Discretionary
$6.9M
100% of AUM
Avg account
$210K
Accounts
33
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
330401
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI75.29%
  • Individuals24.71%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

80 West Asset Management, LLC is a small, independent registered investment adviser organized as an LLC and registered in Pennsylvania. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. Ownership is held by an individual and the firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements. The adviser describes itself as an active ESG investor and integrates environmental, social, or governance considerations into its client work. It is not set up as a multi-state adviser, pension consultant, related adviser, or capital allocator according to its filings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 58%, Exchange Traded Equities 36%, Non-Exchange Traded Equities 6%58%
  • Cash & Cash Equivalents58%
  • Exchange Traded Equities36%
  • Non-Exchange Traded Equities6%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth