RIA Intel›Advisers›California›WEST-EAST WEALTH MANAGEMENT, LLC

WEST-EAST WEALTH MANAGEMENT, LLC

Advisory

CA

Data as of Apr 30, 2026 · Source: SEC Form ADV

Rank in CA

#5,283

of 5,480 advisers by AUM

Average account

$978K

across 1 accounts

AUM per adviser

$978K

1 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$978K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$978K

Discretionary AUM$978K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

CARPENTER JR., DONALD, FRANCIS

$973K

PAUL PARTNERS LP

SAN FRANCISCO, CA

$991K

GIZAW CAPITAL MANAGEMENT, LLC

$964K

$960K

WHALEN, PATRICK STEVEN

LOS ANGELES, CA

$999K

$1M

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