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Managing Member, Founder & CEO · West Branch Capital LLC

Ayaz Mahmud

CRD 1094095 · Named on Form ADV at one SEC-registered adviser

At a glance

West Branch Capital LLC, an SEC-registered wealth manager based in Amherst, MA with $690 million in regulatory assets, lists Ayaz Mahmud on its Form ADV as Managing Member, Founder & CEO, a control person.

Firms and roles

AtlasMembers

Ayaz’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ayaz’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.