NINETY WEST GLOBAL WEALTH

RIASEC Registered

Total AUM

$6.6M

Discretionary

$6.6M

100% of AUM

Avg account

$205K

Accounts

Employees

Advisory reps

Firm details

Headquarters: NEW ORLEANS, Louisiana
CRD number: 300614
Website: www.horizonfinancialplanning.us
Custodians: SEI INVESTMENTS DISTRIBUTION CO., THE VANGUARD GROUP, INC., CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC, BETTERMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals64.24%
HNWI35.76%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ninety West Global Wealth is an independent, individual-owned registered investment adviser operating as an LLC that serves individuals and families. The firm functions as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars. Its fee model includes percentage-of-AUM billing along with hourly and fixed-fee engagements. The firm is not positioned as an ESG investor, does not operate as a multi-state or pension consultant adviser, and is not identified as a related adviser. Its advisory activity emphasizes hands-on planning and manager selection alongside discretionary portfolio management.