WEST CAPITAL LLC
TAMPA, FLORIDA

⚠ NOTE: This page is outdated.
please follow the link.

WEST CAPITAL LLC, TAMPA

About West Capital Management For more than 20 years, West Capital Management has focused on developing custom planning and investment strategies tailored to each client’s unique circumstances and greater ambitions. The proven family office model empowers the client to make prudent decisions based on the customized tax and estate planning, investment and risk management guidance West Capital Management provides. Clients benefit from the unparalleled integration and continuity that our structure offers as it not only uncovers hidden risks, but also delivers cost savings by reducing any redundant services while also uncovering potential oversights and consequential fees. Instead of relying on the narrow viewpoint of a single advisor, you receive dedicated attention from three credentialed specialists who are directly accountable to you. Modeled after the family offices that serve the world’s wealthiest families, this proven approach helps avoid mistakes and delivers a truly comprehensive wealth management solution. As a fee-only advisor with no commissions or proprietary products, we provide objective advice with your best interests in mind. With independent thinking, we are nimble enough to provide truly customized solutions, while being able to leverage the strength and resources of some of the world’s largest custodians. West Capital Management goes beyond managing money. Our mission is to bring our clients the same comprehensive array of wealth management services and expertise that are used by the world’s most successful families and institutions. Through our multi-family office structure, we address the investment, planning, tax, legal, financial, estate, and family challenges that many other advisors often ignore or are not properly equipped to address. At all times we keep only one thing in mind: the best interest of our clients. We appreciate you taking the time to learn more about our company, West Capital Management. We look forward to discovering how we may be able to help assist you with your unique wealth management needs. By completing the brief contact form below, a member of our team will reach out to you shortly. Thank you. We appreciate you taking the time to learn more about our company, West Capital Management. We look forward to discovering how we may be able to help assist you with your unique wealth management needs. By completing the brief contact form below, a member of our team will reach out to you shortly. Thank you.

KEY FACTS ABOUT WEST CAPITAL LLC

Company name
WEST CAPITAL LLC
Status
Active
Filed Number
L16000012492
FEI Number
35-2551208
Date of Incorporation
January 19, 2016
Age - 9 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://westcapital.com
Phones
(215) 731-1820
(215) 731-1419

WEST CAPITAL LLC NEAR ME

Principal Address
2952 WEST BEACH STREET,
TAMPA,
FL,
33607,
US

See Also

Officers and Directors

The WEST CAPITAL LLC managed by the one person from TAMPA on following positions: Manager

Marcus West

Position
Manager Active
From
TAMPA, 33607





Registered Agent is Theresa D Zipler

From
TAMPA, 33618

Events

June 14, 2021
LC NAME CHANGE

Annual Reports

2020
February 17, 2020
2019
March 25, 2019