West-East Wealth Management, LLC
RIAState Registered
Total AUM
$978K
Discretionary
$978K
100% of AUM
Avg account
$978K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 287583
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
West-East Wealth Management, LLC is a small, individual-owned limited liability company that provides portfolio management services aimed at individuals and small businesses. The firm bills clients on a percentage-of-AUM basis and reports that it is not an active ESG investor, not a multi-state adviser, and does not operate as a capital allocator, pension consultant, or related-adviser network. Its regulatory registration year is not listed and the firm is classified as unclassified in the available snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations