This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Ascensus · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-13-2008
- Office Locations
- 1
Office Locations
About Eastwind Capital Wealth Management
Eastwind Capital Wealth Management is an independent, fiduciary, state-registered RIA in Westerville, Ohio using a family office approach for multi-generational households. The team delivers retirement income, tax-aware planning, estate/legacy and insurance coordination alongside portfolio construction. Portfolios are built primarily with ETFs and mutual funds, with a risk-management lens; custody includes Charles Schwab and Vanguard. BBB-accredited.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
PHILLIP MICHAEL VALLEY
Chief Compliance Officer, Founder, Manager
- CRD
- #2748315
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
GRAHAM DAVID GUTHRIE
Investment Advisor Representative
- CRD
- #6438354
DAVID BRIAN LENNOX
--
- CRD
- #1855993
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,521,521 | $86,409 |
| Non-Discretionary | $0 | $89,848 |
| Total | $94,521,521 | $88,259 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $94,521,521
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,182,413,863 | 60.8% |
| Public Funds | $796,868,220 | 22.2% |
| Cash | $610,214,403 | 17.0% |
| Total | $3,589,496,486 | 100.0% |