WESH FINANCIAL

RIASEC Registered

Total AUM

$2.5M

Discretionary

$2.5M

100% of AUM

Avg account

$14K

Accounts

179

Employees

Advisory reps

Firm details

Headquarters: PAWTUCKET, Rhode Island
CRD number: 300417
Website: www.weshfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wesh Financial is an independent, individual-owned RIA organized as an LLC that serves primarily individual and family clients. The firm offers a mix of financial planning and portfolio management for individuals, small businesses, and other businesses or institutions, and it conducts educational seminars and workshops. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm does not identify itself as an ESG-focused investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.