Westpeak Financial

Overview

Westpeak Financial operates as a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves a narrow client base of individuals and families, offering financial planning and portfolio management for individuals and small businesses while also operating as an insurance broker. Fee arrangements include both a percentage-of-AUM component and fixed fees. Investment activity shows a clear preference for equities, with a meaningful portion of assets deployed to exchange-traded equities and exchange-traded funds, supplemented by mutual funds for additional exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices