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WEST SLOPE ADVISORY SERVICES LLC

Advisory

CO

Data as of Aug 27, 2026 · Source: SEC Form ADV

Rank in CO

#628

of 720 advisers by AUM

Average account

$217K

across 285 accounts

AUM per adviser

$62M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$62M

Discretionary AUM$62M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients82

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In8 states

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

82 clients

34 high-net-worth

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

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