Westover Capital Advisors, LLC

Westover Capital Advisors, LLC (CRD# 126520) is a financial advisory firm headquartered in Wilmington, DE. They manage $201,663,492 in 370 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    370
    ACCOUNTS
  • Average Account Value
    $545,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

CT, DE, MD, NC, NJ, PA

Financial Advisors at Westover Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew C. Beardwood
CRD#: 3084318
1013 Centre Rd,, Suite 405, Wilmington, DE 19805
93
Wealthminder
score

Matthew Beardwood (CRD# 3084318) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has over 19 years of experience in the finance industry.

2
Harold M. Sawyer
CRD#: 5562480
1013 Centre Rd,, Suite 405, Wilmington, DE 19805
90
Wealthminder
score

Harold Sawyer (CRD# 5562480) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has 1 year of experience in the finance industry.

3
Harold M. Sawyer, Jr.
CRD#: 4650269
1013 Centre Rd, Suite 405, Wilmington, DE 19805
87
Wealthminder
score

Harold Sawyer, Jr. (CRD# 4650269) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has 1 year of experience in the finance industry.

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