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West Branch Capital LLC

CRD 133813  ·  Amherst, MA  ·  $690.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
133813
SEC number
801-78332
Firm type
RIA
Assets under management
$690.1M as of Feb 13, 2026
Website
www.linkedin.com/company/west-branch-capital-llc/?viewAsMember=true ↗
Phone
833-888-0534; 413-256-1225
Address
9 Research Drive, Amherst, MA, 01002

Advisors at this firm

4 in our index · page 1 of 1

1–4 of 4

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 133813 ↗ FINRA BrokerCheck record for firm CRD 133813 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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