WEST FORK WEALTH MANAGEMENT LLC

WEST FORK WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 331919). Regulatory assets under management: $10.0M.

Registration

• CRD: 331919
• Type: Registered investment adviser
• Phone: 919-391-8375
• Latest filing: 2026-02-19
• Regulatory AUM: $10.0M
• Discretionary AUM: $10.0M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM.

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 331919 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search