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Director of Wealth Management and Chief Compliance Officer · Westover Capital Advisors, LLC

Matthew C. Beardwood

CRD 3084318 · Named on Form ADV at one SEC-registered adviser

At a glance

Westover Capital Advisors, LLC, an SEC-registered wealth manager based in Wilmington, DE with $653 million in regulatory assets, lists Matthew C. Beardwood on its Form ADV as Director of Wealth Management and Chief Compliance Officer, a control person.

Firms and roles

  • Westover Capital Advisors, LLCDirector of Wealth Management and Chief Compliance OfficerWealth manager · Wilmington, DE · $653M in regulatory assets

AtlasMembers

Matthew’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.

Colleagues named on the same filings

  • Jr. H. M. SawyerChief Executive Officer, Westover Capital Advisors, LLC
  • Harold M. SawyerVice President & Chief Investment Officer, Westover Capital Advisors, LLC

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