WESH FINANCIAL

WESH FINANCIAL of PAWTUCKET, RI is an SEC-registered investment adviser (CRD 300417). Regulatory assets under management: $2.5M.

Registration

• CRD: 300417
• Type: Registered investment adviser
• Location: 413 CENTRAL AVENUE, PAWTUCKET, RI, 02861
• Phone: 2157912580
• Latest filing: 2026-03-09
• Regulatory AUM: $2.5M
• Discretionary AUM: $2.5M
• Clients: 1
• Accounts: 179

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300417 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search