RIA Intelligence

Business email

matt@westovercapital.comreportedwestovercapital.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• Westover Capital Advisors, LLC independent RIA current
  since Jan 11, 2017 · Wilmington, De
• Valley Forge Asset Management, LLC former
  Apr 28, 2006 to Jan 3, 2012 · King Of Prussia, Pa
• Valic Financial Advisors, Inc. BD affiliated
  Sep 1, 2004 to Oct 28, 2004 · Morristown, Nj
• Wells Fargo Advisors wirehouse
  Sep 17, 2003 to Aug 17, 2004 · Wilmington, De

• Valley Forge Asset Management, LLC to Westover Capital Advisors, LLC
  left Jan 3, 2012, registered Jan 11, 2017 (1835 days) · Other
• Valic Financial Advisors, Inc. to Valley Forge Asset Management, LLC
  left Oct 28, 2004, registered Apr 28, 2006 (547 days) · Other
• Wells Fargo Advisors to Valic Financial Advisors, Inc.
  left Aug 17, 2004, registered Sep 1, 2004 (15 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

28derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address