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West Wind Wealth Management, LLC (Charlotte)


West Wind Wealth Management, LLC is an adviser based in Charlotte. It manages $1.6 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of North Carolina.

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West Wind Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

West Wind Wealth Management: assets under management

The assets under management (AUM) of West Wind Wealth Management, LLC is $1.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 278% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $800 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay West Wind Wealth Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlotte

The principal office where West Wind Wealth Management, LLC performs its advisory services is located at 3520 Windsor Drive, Charlotte, NC 28209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 757-619-0456. The normal business hours are 9am-5pm on Other. You can find more information about the New York firm at www.westwindwealth.com.


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