Overview
Assets Under Management: $194 million
Headquarters: BELLINGHAM, WA
High-Net-Worth Clients: 160
Average Client Assets: $641,928
Frequently Asked Questions
WEST INVEST is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327641), WEST INVEST is subject to fiduciary duty under federal law.
WEST INVEST is headquartered in BELLINGHAM, WA.
WEST INVEST serves 160 high-net-worth clients according to their SEC filing dated January 05, 2026. View client details ↓
According to their SEC Form ADV, WEST INVEST offers financial planning and portfolio management for individuals. View all service details ↓
WEST INVEST manages $194 million in client assets according to their SEC filing dated January 05, 2026.
According to their SEC Form ADV, WEST INVEST serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 160
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.05
Average High-Net-Worth Client Assets: $641,928
Total Client Accounts: 1,184
Discretionary Accounts: 1,184
Regulatory Filings
CRD Number: 327641
Filing ID: 2016115
Last Filing Date: 2026-01-05 10:50:36