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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-06-2023
- Office Locations
- 1
Office Locations
About West Pine 43 LLC
West Pine 43 LLC is an independent, fiduciary RIA in West Palm Beach, FL providing boutique wealth management for a select group of clients. Services include financial planning and investment management, corporate retirement plans, and estate-plan consulting, with portfolios designed to reflect client values. The firm offers access to institutional-caliber solutions and uses tools such as Interactive Brokers and MoneyGuidePro to support the advisor-client experience.
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Owner & Executives
KEVIN PELLEGRINI
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5960070
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,000 | -- |
| Non-Discretionary | $25,400,000 | -- |
| Total | $25,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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