Overview
Assets Under Management: $715 million
Headquarters: LAS CRUCES, NM
High-Net-Worth Clients: 217
Average Client Assets: $2 million
Frequently Asked Questions
WESTWIND CAPITAL 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 #106802), WESTWIND CAPITAL is subject to fiduciary duty under federal law.
WESTWIND CAPITAL is headquartered in LAS CRUCES, NM.
WESTWIND CAPITAL serves 217 high-net-worth clients according to their SEC filing dated November 06, 2025. View client details ↓
According to their SEC Form ADV, WESTWIND CAPITAL offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
WESTWIND CAPITAL manages $715 million in client assets according to their SEC filing dated November 06, 2025.
According to their SEC Form ADV, WESTWIND CAPITAL serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 217
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.78
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,945
Discretionary Accounts: 1,942
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 106802
Filing ID: 2025068
Last Filing Date: 2025-11-06 11:45:13
Website: 1