William West
Advisor at DW West Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at DW West Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Groton, NH
Credentials
Series 65
William West is the principal and sole advisor at DW West Investments LLC, an independent firm based in Groton, NH. He holds a Series 65 credential and has experience spanning roles at the University of Maine, National Renewable Energy Laboratory, and Mount Prospect Academy. Outside of his advisory work, he maintains full-time employment unrelated to the investment business. DW West Investments LLC provides discretionary portfolio management primarily to retail individuals, including high-net-worth households. The firm offers three model portfolios focused on technology, dividend-paying large caps, and innovation, applying fundamental research and risk controls while accommodating client-specific investment restrictions.
Based on DW West Investments LLC
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50% $0 - $1,000,000: 0.50% (Friends & Family/Founders 10 special) $1,000,000 - $5,000,000: 0.40% (Friends & Family/Founders 10 special) $5,000,000+: 0.30% (Friends & Family/Founders 10 special)
Groton, NH
New Hampshire
DW West Investments LLC
2026 - Present (1 year)
Mount Prospect Academy
2023 - Present (3 years)
National Renewable Energy Laboratory
2022 - 2023 (1 year)
University of Maine - Advanced Structures and Composites Center
2017 - 2022 (5 years)
University of Maine
2015 - 2022 (7 years)
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