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Shareholder · Westwind Capital

Patrick M Grooms

CRD 5721859 · Named on Form ADV at one SEC-registered adviser

At a glance

Westwind Capital, an SEC-registered wealth manager based in LAS Cruces, NM with $796 million in regulatory assets, lists Patrick M Grooms on its Form ADV as Shareholder.

Firms and roles

  • Westwind CapitalShareholderWealth manager · LAS Cruces, NM · $796M in regulatory assets

AtlasMembers

Patrick’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.

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Colleagues named on the same filings (6)

1 more person named with Patrick on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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