WEST ARBOR SOLUTIONS, LLC

WEST ARBOR SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 320961). Regulatory assets under management: $23.7M.

Registration

• CRD: 320961
• Type: Registered investment adviser
• Phone: 260-415-1495
• Latest filing: 2026-04-09
• Regulatory AUM: $23.7M
• Discretionary AUM: $23.7M
• Clients: 2
• Accounts: 170

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 320961 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search