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WESTWIND CAPITAL
CRD 106802 · SEC 801-43661
1800 S. TELSHOR, LAS CRUCES, NM, 88011, United States
Phone
575-556-8500
Fax
575-556-8510
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$795.9M
Discretionary AUM
$789.2M
Team
10 total employees; 8 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 742 | $212.6M |
| High net worth individuals | 230 | $525.2M |
| Pension/profit sharing plans | 135 | $21.9M |
| Charitable organizations | 14 | $11.4M |
| Corporations/business entities | 10 | $25.0M |
States served
AZ, CA, CO, MI, NE, NM, NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD