West Arbor Solutions, LLC

Overview

West Arbor Solutions, LLC is an independent registered investment adviser organized as an LLC that provides financial planning and portfolio management focused on individuals and small business owners. The firm operates on a fee-based model that includes asset-based fees, hourly charges and fixed fees, and delivers discretionary portfolio services across client relationships. Filings show a clear tilt toward equity exposure — exchange-traded equities are the dominant asset type in client portfolios — and the adviser relies on Charles Schwab & Co., Inc. for custody. West Arbor Solutions does not self-identify as an active ESG investor, is not positioned as a capital allocator to third‑party alternative managers, and is not registered as a multi‑state adviser. The firm’s business activity emphasizes direct client advisory work rather than institutional consulting. Their stated advisory services center on individualized financial planning and ongoing portfolio management for private clients. An insurance company affiliation is noted in their activities, which suggests integration of insurance products or relationships into client solutions where appropriate.

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Public Holdings

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