Patrick M Grooms
Investment adviser representative at Westwind Capital
10 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$795.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Westwind CapitalJan 2024 to now
- Spence Asset ManagementAug 2016 to Jan 2024
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Westwind Capital
$795.9MAssets managed
1,131Clients
5Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5721859
- Firm CRD
- 106802