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WESTOVER CAPITAL ADVISORS, LLC
CRD 126520 · SEC 801-64380
1013 CENTRE RD,, SUITE 405, WILMINGTON, DE, 19805, United States
Phone
302-427-9600
Fax
302-427-8900
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$652.9M
Discretionary AUM
$652.9M
Team
11 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING AND ASSETS UNDER ADVISEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $33.9M |
| High net worth individuals | 125 | $527.8M |
| Pension/profit sharing plans | 12 | $8.5M |
| Charitable organizations | 17 | $82.7M |
States served
CA, DE, MD, NJ, NC, PA, VA, CT, FL
All web addresses on file
Official SEC filing: View on IAPD