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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-31-2024
- Office Locations
- 1
Office Locations
About Westpeak Financial
WestPeak Financial is a fee-only RIA providing comprehensive financial planning and optional investment management for individuals and families, with no income or account minimums. Clients can keep custody and control of their investments while the firm educates and guides decisions through an interactive, educational process. Ongoing planning is offered on a monthly basis with one-time planning available; investment portfolios are customized to client goals.
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Owner & Executives
COLIN JAMES HEANEY
Chief Compliance Officer, Managing Member
- CRD
- #4715046
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $348,558 | -- |
| Non-Discretionary | $0 | -- |
| Total | $348,558 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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