Westchester Capital Management Inc
Westchester Capital Management Inc is an SEC-registered wealth manager in Omaha, NE with $556.3M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Westchester Capital Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110961, SEC 801-28498, data through 2025-09-23.
- AUM (assets under management / regulatory AUM)
- $556.3M (2025-09-23)
- Firm type
- Wealth Manager
- Location
- Omaha, NE
- Employees
- 7
- Clients
- 467
- CRD
- 110961
- Ownership
- ROGERS, JOHN, WARREN; CHRISTENSEN, CINDY, LOU; ERICKSON-NELSON, DONNA, CHARLOTTE; ROGERS, JAMES, ALAN; THE ESTATE OF JOHN W. ROGERS
How much AUM does Westchester Capital Management Inc have?
Westchester Capital Management Inc reported $556.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-09-23).
Who owns Westchester Capital Management Inc?
Disclosed owners and executives of Westchester Capital Management Inc include ROGERS, JOHN, WARREN, CHRISTENSEN, CINDY, LOU, ERICKSON-NELSON, DONNA, CHARLOTTE, ROGERS, JAMES, ALAN, THE ESTATE OF JOHN W. ROGERS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.