Eastwind Capital Wealth Management

Eastwind Capital Wealth Management (CRD# 146957) is a financial advisory firm headquartered in Westerville, OH. They manage $52,036,640 in 485 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
921 Eastwind Drive, Suite 101, Westerville, OH 43081
http://www.epp.cc
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    485
    ACCOUNTS
  • Average Account Value
    $107,292
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, OH, PA, TX

Financial Advisors at Eastwind Capital Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Graham Guthrie, financial advisor Westerville OH
Graham D. Guthrie
CRD#: 6438354
921 Eastwind Drive, Suite 101, Westerville, OH 43081

Graham Guthrie (CRD# 6438354) is an Investment Advisor Representative working at Eastwind Capital Wealth Management in Westerville, OH and has over 6 years of experience in the finance industry.

2
Phillip Valley, financial advisor Westerville OH
Phillip M. Valley
CRD#: 2748315
921 Eastwind Drive, Suite 101, Westerville, OH 43081

Phillip Valley (CRD# 2748315) is an Investment Advisor Representative working at Eastwind Capital Wealth Management in Westerville, OH and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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