The WEST STATE WEALTH MANAGEMENT GROUP is a privately held investment adviser that advises $0 in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WEST STATE WEALTH MANAGEMENT GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 0.14 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 6601 BOULDER BROOK COURT, DUBUQUE, IOWA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 27 employees comprised of 18 investment and 9 non-investment staff. The total number of Employees remained the same over the last few years.
Their $0 in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 0 types of clients.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
WEST STATE WEALTH MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.