Westover Capital Advisors, LLC

Westover Capital Advisors, LLC (CRD# 126520) is a financial advisory firm headquartered in Wilmington, DE. They manage $401,243,103 in 597 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    401
    MILLION
  • Total Number of Accounts
    597
    ACCOUNTS
  • Average Account Value
    $672,099
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
The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, MD, NC, NJ, PA, VA

Financial Advisors at Westover Capital Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Matthew C. Beardwood
CRD#: 3084318
1013 Centre Rd,, Suite 405, Wilmington, DE 19805

Matthew Beardwood (CRD# 3084318) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has over 25 years of experience in the finance industry.

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

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

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.

4
Stephen J. Crifasi
CRD#: 7646738
1013 Centre Rd,, Suite 405, Wilmington, DE 19805

Stephen Crifasi (CRD# 7646738) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has 1 year of experience in the finance industry.

5
Dennis S. Perdue
CRD#: 7328028
1013 Centre Rd,, Suite 405, Wilmington, DE 19805

Dennis Perdue (CRD# 7328028) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has over 2 years of experience in the finance industry.

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