RIA Intel›Advisers›New York›WESTMINSTER CONSULTING, LLC

WESTMINSTER CONSULTING, LLC

Advisory

N·ROCHESTER, NY

Data as of Mar 29, 2021 · Source: SEC Form ADV

Total AUM

$5.6B

1-Year AUM Growth

+3.2%

3-Year CAGR

+11.6%

Employees

4

Assets Under Management

Total AUM$5.6B

Discretionary AUM$584M

Non-Discretionary AUM$5.0B

Discretionary %10.5%

Total Clients—

Team

Total Employees4

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record7

First FilingFeb 1, 2017

Latest FilingMar 29, 2021

🔒 Full AUM trend chart and 7 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WESTMINSTER CONSULTING, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.