Westface Financial Advisory

Overview

Westface Financial Advisory is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses alongside brokerage-style activities as an insurance broker and seller of other financial products. Its fee model is flexible, combining a percentage-of-AUM schedule with hourly and fixed-fee engagements, and the adviser operates primarily as a discretionary manager: most client assets are managed under discretion. Investment activity shows a clear tilt toward pooled public investment vehicles—public funds and mutual funds make up the largest portion of portfolios—while the firm also uses third-party real estate managers for alternative exposure. Westface Financial Advisory is not positioned as a capital allocator (it does not run external funds), is not an active ESG investor, and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices