Fee-only adviser · Pearl River, NY
Westmore Asset Management
Westmore Asset Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Pearl River, New York. On its latest Form ADV, filed February 18, 2026, it reports $54M in regulatory assets under management, 7 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 164431 · SEC file 801-77110 |
| Office | 1 Blue Hill Plaza Lobby Level, Suite 1509 Pearl River, NY 10965 |
| Phone | (347) 308-7886 |
| Website | www.westmoream.com |
| Regulatory assets under management | $54M ($30M discretionary) |
| Individual clients | 4 non-high-net-worth, 3 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Pearl River
- Hudson Companies $49M
Nearby
- Montvale 3 firms
- Woodcliff Lake 4 firms
- Westwood 1 firm
- Nyack 2 firms
- Saddle River 2 firms
- Airmont 1 firm
- New City 3 firms
- Closter 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Westmore Asset Management? Update this listing.