# West Village Wealth

> West Village Wealth is a state-registered investment advisory firm in Osterville, MA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 343329
- Filed as: WEST VILLAGE WEALTH
- Legal name: West Village Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Osterville, MA
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/343329
- AdvisorCensus page: https://advisorcensus.com/firm/west-village-wealth-osterville-ma-343329

## Quick answers

**How is West Village Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), West Village Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is West Village Wealth located?**
West Village Wealth's principal office is in Osterville, MA, according to its Form ADV.

**Is West Village Wealth registered with the SEC or a state?**
West Village Wealth is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 343329.

**How much does West Village Wealth manage?**
West Village Wealth reports $0 in regulatory assets under management in its Form ADV filing dated September 1, 2026.

**Does West Village Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/343329

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- westvillagewealth.com
- LinkedIn @west-village-wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. West Village Wealth (CRD 343329): Form ADV filing data as of October 2026.