Westend Advisors, LLC

Westend Advisors, LLC (CRD# 133279) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,457,139,165 in 3,525 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203
https://www.linkedin.com/company/westend-advisors/
By the Numbers
  • Total Assets Under Management
    1,457
    MILLION
  • Total Number of Accounts
    3,525
    ACCOUNTS
  • Average Account Value
    $413,373
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Westend Advisors, LLC
Showing 11 - 12 of 12 top financial advisors.
11
Peter Tortorici, financial advisor Charlotte NC
Peter N. Tortorici
CRD#: 3252606
1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203

Peter Tortorici (CRD# 3252606) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 21 years of experience in the finance industry.

12
Cade Vela, financial advisor Charlotte NC
Cade J. Vela
CRD#: 7850973
1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203

Cade Vela (CRD# 7850973) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

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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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