Ian Mahmud
West Branch Capital · Amherst, Massachusetts
Ian Mahmud is a fee-only financial advisor at West Branch Capital in Amherst, Massachusetts. West Branch Capital reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Ian →
Who they serve
- Multi-generational families
Facts
| Firm | West Branch Capital |
|---|---|
| Based in | Amherst, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $690.1M across 1,255 accounts |
| SEC registration | Investment adviser representative in MA, NH, NY, TX · CRD 5929233 |
| Exams passed | Series 63 (2012) · Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.westbranchcapital.com |
| Profile |
How Ian's firm compares
- West Branch Capital's average account is about $550,000, from its Form ADV (assets managed divided by 1,255 accounts).
Request an introduction to Ian
Tell Ian a little about what you're looking for. Ian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ian
Is Ian Mahmud a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and West Branch Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ian charge for financial advice?
Ian's firm, West Branch Capital, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Ian Mahmud based?
Ian Mahmud is based in Amherst, Massachusetts.
Is Ian Mahmud registered with the SEC?
Yes. Ian Mahmud is registered as an investment adviser representative in MA, NH, NY and TX (CRD 5929233), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does West Branch Capital manage?
West Branch Capital reports $690.1M across 1,255 accounts in assets under management.
How do I contact Ian Mahmud?
Through Ian's website, www.westbranchcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- West Branch Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.