West Wind Wealth Management, LLC
West Wind Wealth Management, LLC (CRD# 149370) is a financial advisory firm headquartered in , . They manage $1,822,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$911,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
George Watkins (CRD# 5634561) is an Investment Advisor Representative working at West Wind Wealth Management, LLC in Charlotte, NC and has over 7 years of experience in the finance industry.