WESTWIND CAPITAL
CRD #106802 SEC #801-43661 LAS CRUCES, NM 575-556-8500
SEC Registered
Total AUM
$715.1M
Discretionary
$709.2M
Employees
7
Clients
26
Accounts
1,945
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $715.1M | $709.2M | $5.9M | 7 | 7 |
| Feb 2025 | $715.1M | $709.2M | $5.9M | 7 | 7 |
| Feb 2025 | $715.1M | $709.2M | $5.9M | 7 | 7 |
| Aug 2024 | $623.3M | $617.6M | $5.7M | 7 | 6 |
| Jun 2024 | $623.3M | $617.6M | $5.7M | 8 | 6 |
| Jun 2024 | $623.3M | $617.6M | $5.7M | 7 | 6 |
| Jun 2024 | $623.3M | $617.6M | $5.7M | 7 | 6 |
| Apr 2024 | $621.1M | $615.4M | $5.7M | 7 | 6 |
| Jan 2024 | $621.1M | $615.4M | $5.7M | 7 | 8 |
| Jan 2024 | $621.1M | $615.4M | $5.7M | 7 | 8 |
| Jan 2024 | $482.9M | $477.2M | $5.8M | 7 | 3 |
| Oct 2023 | $482.9M | $477.2M | $5.8M | 7 | 3 |
| Jun 2023 | $482.9M | $477.2M | $5.8M | 7 | 3 |
| Feb 2023 | $482.9M | $477.2M | $5.8M | 7 | 3 |
| Dec 2022 | $593.1M | $586.3M | $6.9M | 7 | 0 |
| Nov 2022 | $593.1M | $586.3M | $6.9M | 7 | 0 |
| May 2022 | $593.1M | $586.3M | $6.9M | 7 | 0 |
| Jan 2022 | $593.1M | $586.3M | $6.9M | 5 | 0 |
| Dec 2021 | $492.5M | $486.2M | $6.3M | 5 | 732 |
| Nov 2021 | $492.5M | $486.2M | $6.3M | 5 | 732 |
| Jan 2021 | $492.5M | $486.2M | $6.3M | 8 | 732 |
| May 2020 | $310M | $304.6M | $5.4M | 7 | 0 |
| Mar 2020 | $310M | $304.6M | $5.4M | 7 | 0 |
| Feb 2019 | $236M | $218.2M | $17.8M | 7 | 0 |
| Feb 2018 | $216.9M | $187.8M | $29.1M | 7 | 0 |
| Jan 2017 | $160.8M | $143.1M | $17.7M | 7 | 400 |
| Jan 2016 | $149.7M | $126.2M | $23.6M | 7 | 300 |
| Mar 2015 | $142.7M | $120.2M | $22.5M | 6 | 300 |
| Feb 2014 | $138.5M | $118.7M | $19.8M | 5 | 300 |
| Feb 2014 | $138.5M | $118.7M | $19.8M | 5 | 300 |
| Feb 2013 | $117.8M | $105.8M | $12M | 5 | 300 |
| Jan 2012 | $107.5M | $93.7M | $13.8M | 1 | 300 |
| Sep 2010 | $75.9M | $72.6M | $3.3M | 5 | -- |
| Jan 2010 | $75.9M | $72.6M | $3.3M | 10 | -- |
| Feb 2009 | $63.3M | $60.1M | $3.2M | 10 | -- |
| Jan 2008 | $82.7M | $73.9M | $8.8M | 10 | -- |
| Apr 2007 | $67.9M | $65.2M | $2.8M | 10 | -- |
| Feb 2007 | $67.1M | $65.2M | $1.9M | 10 | -- |
| Jan 2006 | $55.6M | $55.6M | $0 | 10 | -- |
| Jan 2004 | $32.6M | $30.8M | $1.8M | 10 | -- |
| Nov 2003 | $38.9M | $38.9M | $0 | 10 | -- |
| Apr 2002 | $33.4M | $33.4M | $0 | 10 | -- |
DateNov 2025
Total AUM$715.1M
Discretionary$709.2M
Non-Disc.$5.9M
Employees7
Clients7
DateFeb 2025
Total AUM$715.1M
Discretionary$709.2M
Non-Disc.$5.9M
Employees7
Clients7
DateFeb 2025
Total AUM$715.1M
Discretionary$709.2M
Non-Disc.$5.9M
Employees7
Clients7
DateAug 2024
Total AUM$623.3M
Discretionary$617.6M
Non-Disc.$5.7M
Employees7
Clients6
DateJun 2024
Total AUM$623.3M
Discretionary$617.6M
Non-Disc.$5.7M
Employees8
Clients6
DateJun 2024
Total AUM$623.3M
Discretionary$617.6M
Non-Disc.$5.7M
Employees7
Clients6
DateJun 2024
Total AUM$623.3M
Discretionary$617.6M
Non-Disc.$5.7M
Employees7
Clients6
DateApr 2024
Total AUM$621.1M
Discretionary$615.4M
Non-Disc.$5.7M
Employees7
Clients6
DateJan 2024
Total AUM$621.1M
Discretionary$615.4M
Non-Disc.$5.7M
Employees7
Clients8
DateJan 2024
Total AUM$621.1M
Discretionary$615.4M
Non-Disc.$5.7M
Employees7
Clients8
DateJan 2024
Total AUM$482.9M
Discretionary$477.2M
Non-Disc.$5.8M
Employees7
Clients3
DateOct 2023
Total AUM$482.9M
Discretionary$477.2M
Non-Disc.$5.8M
Employees7
Clients3
DateJun 2023
Total AUM$482.9M
Discretionary$477.2M
Non-Disc.$5.8M
Employees7
Clients3
DateFeb 2023
Total AUM$482.9M
Discretionary$477.2M
Non-Disc.$5.8M
Employees7
Clients3
DateDec 2022
Total AUM$593.1M
Discretionary$586.3M
Non-Disc.$6.9M
Employees7
Clients0
DateNov 2022
Total AUM$593.1M
Discretionary$586.3M
Non-Disc.$6.9M
Employees7
Clients0
DateMay 2022
Total AUM$593.1M
Discretionary$586.3M
Non-Disc.$6.9M
Employees7
Clients0
DateJan 2022
Total AUM$593.1M
Discretionary$586.3M
Non-Disc.$6.9M
Employees5
Clients0
DateDec 2021
Total AUM$492.5M
Discretionary$486.2M
Non-Disc.$6.3M
Employees5
Clients732
DateNov 2021
Total AUM$492.5M
Discretionary$486.2M
Non-Disc.$6.3M
Employees5
Clients732
DateJan 2021
Total AUM$492.5M
Discretionary$486.2M
Non-Disc.$6.3M
Employees8
Clients732
DateMay 2020
Total AUM$310M
Discretionary$304.6M
Non-Disc.$5.4M
Employees7
Clients0
DateMar 2020
Total AUM$310M
Discretionary$304.6M
Non-Disc.$5.4M
Employees7
Clients0
DateFeb 2019
Total AUM$236M
Discretionary$218.2M
Non-Disc.$17.8M
Employees7
Clients0
DateFeb 2018
Total AUM$216.9M
Discretionary$187.8M
Non-Disc.$29.1M
Employees7
Clients0
DateJan 2017
Total AUM$160.8M
Discretionary$143.1M
Non-Disc.$17.7M
Employees7
Clients400
DateJan 2016
Total AUM$149.7M
Discretionary$126.2M
Non-Disc.$23.6M
Employees7
Clients300
DateMar 2015
Total AUM$142.7M
Discretionary$120.2M
Non-Disc.$22.5M
Employees6
Clients300
DateFeb 2014
Total AUM$138.5M
Discretionary$118.7M
Non-Disc.$19.8M
Employees5
Clients300
DateFeb 2014
Total AUM$138.5M
Discretionary$118.7M
Non-Disc.$19.8M
Employees5
Clients300
DateFeb 2013
Total AUM$117.8M
Discretionary$105.8M
Non-Disc.$12M
Employees5
Clients300
DateJan 2012
Total AUM$107.5M
Discretionary$93.7M
Non-Disc.$13.8M
Employees1
Clients300
DateSep 2010
Total AUM$75.9M
Discretionary$72.6M
Non-Disc.$3.3M
Employees5
Clients--
DateJan 2010
Total AUM$75.9M
Discretionary$72.6M
Non-Disc.$3.3M
Employees10
Clients--
DateFeb 2009
Total AUM$63.3M
Discretionary$60.1M
Non-Disc.$3.2M
Employees10
Clients--
DateJan 2008
Total AUM$82.7M
Discretionary$73.9M
Non-Disc.$8.8M
Employees10
Clients--
DateApr 2007
Total AUM$67.9M
Discretionary$65.2M
Non-Disc.$2.8M
Employees10
Clients--
DateFeb 2007
Total AUM$67.1M
Discretionary$65.2M
Non-Disc.$1.9M
Employees10
Clients--
DateJan 2006
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$32.6M
Discretionary$30.8M
Non-Disc.$1.8M
Employees10
Clients--
DateNov 2003
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$33.4M
Discretionary$33.4M
Non-Disc.$0
Employees10
Clients--