West Invest

RIASEC RegisteredEst. 2023

Total AUM

$304M

Discretionary

$304M

100% of AUM

Avg account

$185K

Accounts

1,642

Employees

Advisory reps

Firm details

Headquarters: Bellingham, Washington
CRD number: 327641
Registered since: August 31, 2023
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI61.01%
Individuals37.93%
Corporations / Businesses0.55%
Pension & Profit Sharing Plans0.5%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

West Invest is an independent, LLC-form registered investment adviser that came onto the SEC registry in 2023. The firm serves both individual and family clients as well as institutional investors and focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model blends percentage-of-AUM billing with fixed-fee arrangements. West Invest does not identify itself as an active ESG investor, is not a capital allocator (it does not operate external alternative funds), and is recorded as a single-state adviser in the supplied data.