Overview
Assets Under Management: $401 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 115
Average Client Assets: $4 million
Frequently Asked Questions
WESTOVER CAPITAL ADVISORS, 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 #126520), WESTOVER CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
WESTOVER CAPITAL ADVISORS, LLC is headquartered in WILMINGTON, DE.
WESTOVER CAPITAL ADVISORS, LLC serves 115 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, WESTOVER CAPITAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WESTOVER CAPITAL ADVISORS, LLC manages $401 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, WESTOVER CAPITAL ADVISORS, 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: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.10
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 597
Discretionary Accounts: 597
Regulatory Filings
CRD Number: 126520
Last Filing Date: 2024-03-21 00:00:00
Website: https://westovercapital.com