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WEST TOWER GROUP, LLC

RICHMOND, VA · CRD 323520 · IAPD ↗ · westtowergroup.com · (804) 420-8588

$146.2MRegulatory AUM
3Advisory reps
8Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
October 2026 — WEST TOWER GROUP, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
30
April 2025 — WEST TOWER GROUP, LLC reported RAUM down 55% ($384.2M -> $173.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2024 — WEST TOWER GROUP, LLC shrank from 13 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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