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WESH FINANCIAL
WESH FINANCIAL LLC
CRD 300417
413 CENTRAL AVENUE, UNIT 8-236, PAWTUCKET, RI, 02861, United States
Phone
2157912580
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.5M
Discretionary AUM
$2.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD