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WEST BRANCH CAPITAL LLC

CRD 133813 · SEC 801-78332

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9 RESEARCH DRIVE, SUITE 1, AMHERST, MA, 01002, United States

Phone

833-888-0534; 413-256-1225

Fax

413-253-5838

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$690.1M

Discretionary AUM

$679.5M

Team

9 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals201$83.7M
High net worth individuals171$593.5M

States served

VT, CA, CO, IL, LA, ME, MA, NE, NJ, NY, NC, OH, RI, VA, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD