A complete list of active advisors currently associated with West Village Wealth

Warmer can help you find a great advisor at West Village Wealth or one who fits your needs even better.

West Village Wealth LLC is a fee‑only registered investment adviser that provides discretionary portfolio management and both project‑based and ongoing financial planning to individuals and high‑net‑worth clients. The firm advises on a range of investments — including stocks, bonds, mutual funds, ETFs, municipal securities, and cash equivalents — and may coordinate with third‑party professionals (attorneys, accountants, tax advisors) at a client’s request. The firm’s investment approach combines fundamental analysis with modern portfolio theory, emphasizing asset allocation and a mix of passive and active strategies to match client goals and risk tolerance. It also offers socially responsible investing options and may address cryptocurrency exposure, uses third‑party research, and typically implements long‑term holdings while retaining the ability to trade opportunistically; clients grant the firm limited discretionary trading authority with the ability to impose reasonable written restrictions. Noteworthy aspects of the firm include its recent formation (June 2026) and, as reported in the brochure, having no assets under management and no clients as of the stated filing date, reflecting a start‑up advisory practice. The brochure also discloses that the firm’s principal serves as chief compliance officer while maintaining significant outside employment (about 70% of their time in a non‑investment role) and that the firm is not structured as a solo practitioner, a configuration the filing highlights as less common among its independent peers.

To learn more about the advisors currently working at West Village Wealth, 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.