Overview
Assets Under Management: $631 million
Headquarters: AMHERST, MA
High-Net-Worth Clients: 209
Average Client Assets: $3 million
Frequently Asked Questions
WEST BRANCH CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133813), WEST BRANCH CAPITAL LLC is subject to fiduciary duty under federal law.
WEST BRANCH CAPITAL LLC is headquartered in AMHERST, MA.
WEST BRANCH CAPITAL LLC serves 209 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, WEST BRANCH CAPITAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
WEST BRANCH CAPITAL LLC manages $631 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, WEST BRANCH CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 209
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,217
Discretionary Accounts: 1,213
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 133813
Last Filing Date: 2025-02-13 00:00:00
Website: https://westbranchcapital.com