RIA Intel›Advisers›North Carolina›WEST FORK WEALTH MANAGEMENT LLC

WEST FORK WEALTH MANAGEMENT LLC

Advisory

NC

Data as of Feb 19, 2026 · Source: SEC Form ADV

Average account

$2M

across 6 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, TX

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

6 clients

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

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Advisers of similar size in NC

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

J BRADIN FINANCIAL LLC

$10M

ARTIFEX ADVISORY GROUP, INC.

$10M

LINKSIDE FINANCIAL LLC

$10M

RED OAK CAPITAL ADVISORS, INC.

FUQUAY VARINA, NC

$10M

SIMPLIFIED WEALTH LLC

$10M

ALLEN, ISAAC REGINALD

FAYETTEVILLE, NC

$10M

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