Single Family OfficeRIA · CRD 338390SEC-Registered

Updated:

Westmoor Wealth

Westmoor Wealth is a single-family investment office prioritizing discretion and long-term capital stewardship across direct investments and private funds.

Westmoor Wealth

WESTMOOR WEALTH LLC is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Who runs investment decisions at Westmoor Wealth?

The principals have not been publicly disclosed. Single-family offices of Westmoor's profile typically concentrate investment authority in a CIO or family principal who oversees both internal staff and external manager relationships. Without public filings, the exact governance structure remains closed to outside scrutiny.

What investment strategies does Westmoor Wealth pursue?

Based on the structure of similar Wyoming-domiciled family offices, Westmoor likely allocates across public equities, private equity fund commitments, direct co-investments, and real assets. The lack of a marketing presence suggests the office does not seek co-investment partners and operates on a fully proprietary capital base.

Why is Westmoor Wealth domiciled in Wyoming?

Wyoming is one of the most favorable US states for private trust and LLC formation due to its robust asset protection statutes, lack of state income tax, and strong privacy provisions. Many single-family offices choose Wyoming precisely to minimize public disclosure obligations and tax leakage.

Does Westmoor Wealth accept outside capital?

No. The firm is structured as a single-family office, meaning it manages capital exclusively for one family. It does not operate as a registered investment advisor open to external limited partners, nor does it market funds to institutional allocators.

How can a GP or deal sponsor contact Westmoor Wealth?

There is no public website, LinkedIn presence, or disclosed point of contact. Access to Westmoor's investment team likely requires a warm introduction through private wealth advisors at major private banks, law firms with family-office practices, or existing co-investor networks.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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