WESTMOORE VENTURES, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ASHBURN, Virginia
CRD number
299635

Firm profile

FINTRX

Overview

Westmoore Ventures, LLC is a privately held limited liability company organized with an individual owner. Publicly reported classifications for the firm are sparse; it is not identified as a capital allocator and is not listed as a multi-state or newly formed registered adviser. The firm is not flagged as an active ESG investor. Disclosure around retail advisory activity and fee arrangements is limited in the source data. What is clear is Westmoore Ventures functions in a sponsor/GP capacity: it is reported as a sponsor, general partner, and managing member of pooled investment vehicles rather than primarily operating as a traditional advisory business with many separate client accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Alexander Nguyen

    ManagerCRD 7355833

  • Yu-Hsi Sun

    ManagerCRD 7042837

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ASHBURN, VA

LOUDOUN

Location

ASHBURN, VA

Headquartered in ASHBURN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
LOUDOUN
Address
42395 Ryan Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth