THE WESTERMAN GROUP, LLC

THE WESTERMAN GROUP, LLC of SAGAMORE HILLS, OH is an SEC-registered investment adviser (CRD 135525). Regulatory assets under management: $83.4M.

Registration

• CRD: 135525
• Type: Registered investment adviser
• Location: 114 EAST AURORA ROAD, SAGAMORE HILLS, OH, 44067
• Phone: 330-467-3111
• Latest filing: 2025-03-31
• Regulatory AUM: $83.4M
• Discretionary AUM: $75.9M
• Non-discretionary AUM: $7.5M
• Clients: 2
• Accounts: 536

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135525 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search