Westmoor Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Westmoor Wealth provides wealth management and financial planning to individuals and high‑net‑worth clients, offering both discretionary and non‑discretionary investment management. Services include customized portfolio construction using low‑cost, diversified mutual funds and ETFs, with the occasional use of individual stocks and bonds as needed to meet client objectives.
The firm’s investment process emphasizes fundamental analysis and a generally long‑term orientation, while permitting shorter‑term trades for rebalancing, tax management, or tactical adjustments. Portfolios are tailored to clients’ goals and risk tolerance, monitored on a regular basis, and implemented through a qualified custodian for execution and reporting.
Notably, Westmoor Wealth routinely recommends and supervises unaffiliated independent managers for all or portions of client portfolios, discloses the combined fees to clients, and does not accept direct compensation from those third‑party managers — a practice that is uncommon among peers in this category. The advisor is newly established, operates on a fee‑only basis, participates in an institutional custodian platform that provides operational and research support, and its principal holds professional investment and financial planning credentials.
Client services
Expertise
Fee options
$0 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001+: 0.60% annually
Account minimum: $150,000 minimum relationship size and $3,000 minimum annual fee (both may be reduced or waived at Advisor's discretion) Minimum fee: $3,000 minimum annual fee Fee-only: Fee-only advisory firm; no commissions or other compensation from product sponsors or third parties
Main office
Boston MA
Advisors at this office
1
Most active in
Massachusetts · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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