Westpeak Financial
RIAState Registered
Total AUM
$349K
Discretionary
$349K
100% of AUM
Avg account
$116K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329594
- Website
- www.westpeakfin.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Westpeak Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. It also operates as an insurance broker and charges clients through a combination of percentage-of-AUM and fixed-fee arrangements. Westpeak does not position itself as a capital allocator to external managers, and the firm is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities41%
- Cash & Cash Equivalents31%
- Investment Grade Corp Bonds27%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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