← Tributary

WEST BRANCH CAPITAL LLC

AMHERST, MA · CRD 133813 · IAPD ↗ · 833-888-0534; 413-256-1225

$690.1MRegulatory AUM
3Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — WEST BRANCH CAPITAL LLC notice-filed in CO, IL, LA, ME, NE, OH, VT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — WEST BRANCH CAPITAL LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
March 2024 — WEST BRANCH CAPITAL LLC crossed $500M in regulatory AUM ($435.8M -> $516.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.