WEST END WEALTH MANAGEMENT, LLC

Overview

West End Wealth Management, LLC is an independent, owner-operated registered investment adviser focused on serving individual and family clients and small-business owners. The firm combines financial planning with portfolio management, operating primarily on a discretionary basis. Its investment approach favors pooled public vehicles—mutual funds and other public funds—while also allocating to private market and alternative strategies through third-party managers. West End charges both a percentage of assets under management and hourly fees, which suggests it blends ongoing portfolio oversight with episodic planning work. The firm is not positioned as a capital allocator or pension consultant, and it does not characterize itself as an ESG-focused investor. Investment activity centers on selecting external managers and funds to build diversified client portfolios rather than running large in-house proprietary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices