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CRD: 287583
West-East Wealth Management, LLC
$978.3K Total AUM
$978.3K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-30-2017
- Office Locations
- 1
Office Locations
-- SAN Ramon CA
About West-East Wealth Management, LLC
West-East Wealth Management, LLC (CRD 287583) is a San Ramon, CA-based investment adviser serving retail clients. The firm’s managed accounts are ETF-centric (majority of reported SMA assets) with a smaller cash sleeve, and it custodies through Interactive Brokers. Its website posts a Business Continuity Plan.
Team overview
-- AVG AGE
$978.3K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
I
Irina Yantikova
Chief Executive Officer
- CRD
- #6760116
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $978,316 | -- |
| Non-Discretionary | $0 | -- |
| Total | $978,316 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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