West Branch Capital LLC

West Branch Capital LLC (CRD# 133813) is a financial advisory firm headquartered in Amherst, MA. They manage $254,342,849 in 757 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    254
    MILLION
  • Total Number of Accounts
    757
    ACCOUNTS
  • Average Account Value
    $335,988
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, LA, MA, MO, NH, NV, NY, TX

Financial Advisors at West Branch Capital LLC
Showing 1 - 6 of 6 top financial advisors.
1
Wayne G. Sharpe
CRD#: 2700529
9 Research Drive, Suite 1, Amherst, MA 01002
96
Wealthminder
score

Wayne Sharpe (CRD# 2700529) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 20 years of experience in the finance industry. Wayne Sharpe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Howard E. Singer
CRD#: 2075159
9 Research Drive, Suite 1, Amherst, MA 01002
96
Wealthminder
score

Howard Singer (CRD# 2075159) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 26 years of experience in the finance industry. Howard Singer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ayaz Mahmud
CRD#: 1094095
99 Derby Street, Suite 200, Hingham, MA 02043
93
Wealthminder
score

Ayaz Mahmud (CRD# 1094095) is an Investment Advisor Representative working at West Branch Capital LLC in Hingham, MA and has over 33 years of experience in the finance industry.

4
James K. Ho
CRD#: 2036580
9 Research Drive, Suite 1, Amherst, MA 01002
90
Wealthminder
score

James Ho (CRD# 2036580) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has 1 year of experience in the finance industry. James Ho has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Ann T. Singer
CRD#: 4871194
9 Research Drive, Suite 1, Amherst, MA 01002
90
Wealthminder
score

Ann Singer (CRD# 4871194) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has 1 year of experience in the finance industry. Ann Singer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Peter B. Wiley
CRD#: 2307558
99 Derby Street, Suite 200, Hingham, MA 02043
90
Wealthminder
score

Peter Wiley (CRD# 2307558) is an Investment Advisor Representative working at West Branch Capital LLC in Hingham, MA and has 1 year of experience in the finance industry.

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