West End Wealth Management, LLC

West End Wealth Management, LLC is a Registered Investment Adviser specializing in investment advisory services for high-net-worth individuals, institutions, families, trusts, and estates. Established in 2015 by John Trujillo and Marti Brust, the firm offers discretionary investment management and supervisory services based on a percentage of assets under management or a flat fee. Investment strategies include allocation of investments among mutual funds, ETFs, and individual securities tailored to client objectives. The firm acts as a fiduciary, providing financial planning services and emphasizing client goals, risk tolerance, and investment needs. West End does not charge performance-based fees, maintains a minimum aggregated family balance of $1,000,000, and does not vote proxies on behalf of clients. The firm does not have any disciplinary information to report and does not require prepayment exceeding $1,200. West End does not vote proxies on behalf of clients and does not have custody of client funds beyond fee deduction authorization. Clients are encouraged to review account statements and reports provided by the custodian. The firm does not vote proxies on behalf of clients and does not have custody of client funds beyond fee deduction authorization. Clients are encouraged to review account statements and reports provided by the custodian.