CRD: 331919
West Fork Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2024
- Office Locations
- 1
Office Locations
About West Fork Wealth Management LLC
West Fork Wealth Management is an independent, fiduciary RIA in Chapel Hill, NC providing high-touch financial planning and private wealth management for individuals/families and select nonprofits. Services span portfolio management, retirement and tax planning integration, estate/legacy and business succession planning, and charitable giving. Portfolios primarily use ETFs and other public funds, with custody via Charles Schwab. Founded by CFP®/CPWA® Cort Bennett (20+ years experience).
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
BERT LESTER BENNETT IV
Chief Compliance Officer, Managing Member
- CRD
- #3258239
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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