A complete list of active advisors currently associated with West-East Wealth Management, LLC
Warmer can help you find a great advisor at West-East Wealth Management, LLC or one who fits your needs even better.
West-East Wealth Management, LLC provides discretionary, personalized investment management to a range of clients including individuals, trusts, investment companies, pension plans, and corporations, with account design tailored to each client’s risk tolerance, time horizon, liquidity needs and tax considerations. The firm reported managing about $978,316 on a discretionary basis as of 12/31/2025 and does not participate in wrap fee programs. The firm’s investment approach centers on long‑term fundamental value analysis informed by macroeconomic factors, while trading portfolios may use technical and chart‑based analysis; it offers distinct strategy types such as value, income, income‑producing options (cash‑secured puts and covered calls), and higher‑turnover speculative portfolios. Notably, West‑East employs derivatives and short‑term options in separately managed accounts — a practice that is relatively uncommon among investment‑manager firms — and manages client accounts solely on a discretionary basis. Compared with many peers that concentrate on pooled or institutional mandates, West‑East accepts individual (including non‑high‑net‑worth) clients and documents bespoke Investment Policy Statements for each account, with daily reconciliations and scheduled quarterly and annual reviews. The firm also prefers custody with select brokerages (including Interactive Brokers) to access specific trading tools and may require particular brokerage accounts to implement certain strategies, which can affect execution and operational flexibility.
To learn more about the advisors currently working at West-East Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Ramon, CA
| 9
|
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