Westover Capital Advisors, LLC
Westover Capital Advisors, LLC is an SEC-registered wealth manager in Wilmington, DE with $652.9M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Westover Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126520, SEC 801-64380, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $652.9M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Wilmington, DE
- Employees
- 11
- Clients
- 267
- CRD
- 126520
- Ownership
- SAWYER, JR., H., MURRAY; SAWYER, HAROLD, M; SAWYER,III, HAROLD, M; SAWYER, JR., HAROLD, MURRAY; BEARDWOOD, MATTHEW, COLE
How much AUM does Westover Capital Advisors, LLC have?
Westover Capital Advisors, LLC reported $652.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Westover Capital Advisors, LLC?
Disclosed owners and executives of Westover Capital Advisors, LLC include SAWYER, JR., H., MURRAY, SAWYER, HAROLD, M, SAWYER,III, HAROLD, M, SAWYER, JR., HAROLD, MURRAY, BEARDWOOD, MATTHEW, COLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.