WEST STATE WEALTH MANAGEMENT GROUP, LLC

Overview

West State Wealth Management Group, LLC is organized as a limited liability company and completed registration as an SEC adviser in 2026. The firm is designated as a newly formed, unclassified investment adviser and does not act as a capital allocator. It is not registered as a multi-state adviser and is not identified as an active ESG investor. The firm’s stated advisory activities focus on financial planning and discretionary portfolio management across individual and small-business clients as well as business or institutional relationships. It also lists pension consulting services. Compensation arrangements include asset-based fees, fixed fees, and other fee structures. West State lists an industry affiliation as an "Other Investment Adviser."

Assets & Accounts