West Branch Capital LLC
West Branch Capital LLC is an SEC-registered wealth manager in Amherst, MA with $690.1M assets under management (AUM, regulatory AUM), +9% over one year. See who owns West Branch Capital LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133813, SEC 801-78332, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $690.1M (2026-02-13)
- Firm type
- Wealth Manager
- Location
- Amherst, MA
- Employees
- 9
- Clients
- 372
- CRD
- 133813
- Ownership
- MAHMUD, AYAZ; GASS, JAMES, ANDREW; MAHMUD, LORI; SINGER, ANN, TERRY; GASS, JAMES, A
How much AUM does West Branch Capital LLC have?
West Branch Capital LLC reported $690.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns West Branch Capital LLC?
Disclosed owners and executives of West Branch Capital LLC include MAHMUD, AYAZ, GASS, JAMES, ANDREW, MAHMUD, LORI, SINGER, ANN, TERRY, GASS, JAMES, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.