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| West Branch Capital LLC
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|---|---|
| CRD # | 133813 |
| SEC # | 801-78332 |
| CIK # | 0001738723 |
| AUM | $690.1 M (2026-02-13) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 83388805344132561225 |
| Address | 9 Research Drive Amherst, MA 01002 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 43.0 | ||
| Nvidia Corp | 41.0 | ||
| Alphabet Inc | 31.9 | ||
| Amazon Com Inc | 22.7 | ||
| Microsoft Corp | 20.5 | ||
| Broadcom Inc | 12.1 | ||
| J P Morgan Chase & Co | 11.1 | ||
| Lilly Eli & Co | 10.4 | ||
| Procter & Gamble Co | 10.1 | ||
| Micron Technology Inc | 9.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 83.7 |
| (b) Individuals (high net worth individuals) | 171 | 593.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.1 |
| (h) Charitable organizations | 0 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,255 | 690.1 |
| By Discretionary | ||
| Discretionary | 1,252 | 679.5 |
| Non-Discretionary | 3 | 10.6 |
| Total | 1,255 | 690.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.1 | |
| United States Persons | 681.0 | |
| Total | 1,255 | 690.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001738723] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Solidarity Wealth LLC
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|
UT | 0.7 |
|
Aberdeen Wealth Management LLC
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|
IL | 0.7 |
|
Dream Capital Advisors LLC
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IL | 0.7 |
|
Bonnie WUSZ & Associates Inc
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CA | 0.7 |
|
Eichner Investment Planning LLC
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OH | 0.7 |
|
Anchyra Partners LLC
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GA | 0.7 |
|
Ventira Private Wealth Management Ltd
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|
0.7 | |
|
Dash Acquisitions Inc
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|
CA | 0.7 |
|
Tython Capital LLC
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|
TX | 0.7 |
|
VSM Wealth Advisory LLC
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MD | 0.7 |