WEST-EAST WEALTH MANAGEMENT, LLC

WEST-EAST WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 287583). Regulatory assets under management: $978K.

Registration

• CRD: 287583
• Type: Registered investment adviser
• Phone: 925-864-6064
• Latest filing: 2026-04-30
• Regulatory AUM: $978K
• Discretionary AUM: $978K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287583 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search