Westend Advisors, LLC

Overview

Westend Advisors, LLC is an SEC-registered limited liability advisory firm formed in 2005 that provides discretionary portfolio management to individuals, families and institutions. It operates as a non-independent, retail RIA with a fee model based on a percentage of assets under management. The firm lists multiple industry roles and affiliations — including broker-dealer relationships, acting as an investment adviser to other vehicles, CPO/CTA activity, and serving as sponsor or general partner of pooled investment vehicles — which suggests it both advises outside clients and is involved with pooled/managed structures it controls or sponsors. The firm is not flagged as an active ESG investor and does not describe pension consulting or multi-state adviser status on the snapshot, even though it maintains multiple offices. Advisory services span portfolio management for individual/small business clients as well as for institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices