# EASTWIND CAPITAL WEALTH MANAGEMENT

EASTWIND CAPITAL WEALTH MANAGEMENT of WESTERVILLE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 146957
- Type: SEC-registered investment adviser
- SEC file number: 801-69213
- Location: 921 EASTWIND DRIVE, WESTERVILLE, OH, 43081
- Phone: 614-888-2230
- Latest filing: 2026-02-03
- Regulatory AUM: $94.5M
- Discretionary AUM: $94.5M
- Clients: 3
- Accounts: 548

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| VALLEY PHILLIP MICHAEL | MANAGER; MANAGER/CHIEF COMPLIANCE OFFICER | — |
| ARSENEAU KURT MICHAEL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146957/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146957/similar
- Related entities: https://search.stillhousedata.com/firm/146957/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146957

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.