New investment advisers in West Virginia
Adviser registrations that became effective in the last 45 days for firms whose main office is in West Virginia: SEC-registered, SEC 120-day, exempt reporting and state-registered. Scored for compliance consultants, custodians, archiving, cyber, E&O and RIA software.
New exempt reporting adviser · 146New SEC-registered adviser · 94New SEC adviser (120-day rule) · 94New state-registered adviser · 312
2 registrations effective in the last 45 days matching your filters · page 1 of 1
| Score | Effective ↓ | Firm | Registration | Location | Employees | RAUM | Flags | Contact | Source |
|---|---|---|---|---|---|---|---|---|---|
| 49 | 2026-10-01 | MOUNTAIN V MANAGEMENT, LLC CRD 344809 · 802-137638 | New exempt reporting adviser | Buckhannon, WV | — | — | Advises private funds | subscribers | IAPD |
| 35 | 2026-09-22 | FELTON WEALTH, LLC CRD 344499 | New state-registered adviser | Wheeling, WV | 1 | $0 | No RAUM yet | subscribers | IAPD |
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One week delayed, headline and summary only, no card. It exists so you can judge the scoring before paying.