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Westwind Capital

Headquartered in LAS CRUCES, NM

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Firm Information

Westwind Capital is an investment advisor registered with the SEC. They are located in LAS CRUCES, NM and have 5 investment advisor representatives. Westwind Capital provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. They also manage assets for pension plans and charitable organizations.

Westwind Capital

1800 S. TELSHOR

LAS CRUCES, NM 88011

$715.15M

Assets Under Management

7

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

WESTWIND CAPITAL has a total of 2 branch locations across the country.
location

Denver, CO

location

LAS CRUCES, NM

Advisors at Westwind Capital

View All 6 Advisors
Unclaimed
Scott Michael Lieberwirth

CFP®, RA

LAS CRUCES, NM

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Patrick M Grooms

CFP®, RA

LAS CRUCES, NM

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Unclaimed
Eric Marshall Walton

RA

LAS CRUCES, NM

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Unclaimed
Jolie Tixier

RA

LAS CRUCES, NM

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Unclaimed
Jonathan Michael Stirling

RA

Denver, CO

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Unclaimed
Marco A Rodriguez

RA

LAS CRUCES, NM

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Disclosures

There are no public disclosures for Westwind Capital.

Frequently Asked Questions (8)

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