$63.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
132 ADV. Clients
25 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-21-2001
- Office Locations
- 1
Office Locations
90 Westcott Road Danielson CT
About Westcott Investment Advisors LLC
Wescott is a B Corp-certified wealth advisory firm with nearly 40 years of experience helping families and successful professionals coordinate financial planning, tax-aware strategies, charitable giving, education and legacy planning, and retirement transitions. Investment implementation centers on diversified portfolios using ETFs and public funds, with guidance on issues like concentrated stock. Frequently recognized by Forbes, Barron's, and CNBC.
Team overview
-- AVG AGE
$63.6M AVG AUM / ADVISOR
$481.5K AVG AUM / CLIENT
25.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
G
GARY WAYNE PELOQUIN
--
- CRD
- #4662844
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $63,559,697 | -- |
| Total | $63,559,697 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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