Wealth Manager
    SEC Registered
    Manages Private Funds

    West Financial Advisors, L.L.C.

    Registered investment advisor · Des Moines, Iowa · CRD #142265

    Assets Under Management
    $674M
    Client Accounts
    1,677
    Employees
    8
    CRD Number
    142265
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About West Financial Advisors, L.L.C.

    West Financial Advisors, LLC is a fee-only wealth management firm based in Des Moines, offering portfolio management, financial planning, and investment advisory services. They provide objective, transparent advice and are an independent Registered Investment Adviser.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for West Financial Advisors, L.L.C.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is West Financial Advisors, L.L.C.'s AUM?

    West Financial Advisors, L.L.C. reports approximately $674M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is West Financial Advisors, L.L.C. headquartered?

    West Financial Advisors, L.L.C. is headquartered in Des Moines, Iowa.

    What is West Financial Advisors, L.L.C.'s CRD number?

    West Financial Advisors, L.L.C.'s CRD number is 142265. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does West Financial Advisors, L.L.C. manage?

    West Financial Advisors, L.L.C. manages approximately 1,677 client accounts according to its latest SEC filing.

    Is West Financial Advisors, L.L.C. SEC registered?

    Yes, West Financial Advisors, L.L.C. is registered with the SEC as an investment adviser with an approved registration status.

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