West Fork Wealth Management LLC

Overview

West Fork Wealth Management LLC is a small, independent registered investment adviser serving individuals, families and small-business owners. The firm provides financial planning and discretionary portfolio management on a fee‑based (percentage of AUM) model. Investment emphasis is equity‑oriented: the firm allocates a majority of client assets to exchange‑traded equities and uses mutual funds to complement direct equity exposure. It does not identify as an active ESG investor and is not structured as a multi‑state or related adviser. Services are delivered with a boutique, high‑contact approach consistent with the firm’s limited client base and single‑office structure. The adviser reports discretionary management as its operating model, which suggests portfolios are actively overseen on clients’ behalf rather than limited to model delivery only.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices