Wealth Manager
    SEC Registered
    Manages Private Funds

    West Financial Services, Inc.

    Registered investment advisor · McLean, Virginia · CRD #137497

    Assets Under Management
    $2.8B
    Client Accounts
    2,766
    Employees
    39
    CRD Number
    137497
    Registration
    SEC Registered

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

    About West Financial Services, Inc.

    West Financial Services, Inc. is an independent registered investment advisor offering personalized investment management and financial planning services. It focuses on creating long-term client relationships. The firm operates without the constraints that affect larger firms.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for West Financial Services, Inc.

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    Frequently Asked Questions

    What is West Financial Services, Inc.'s AUM?

    West Financial Services, Inc. reports approximately $2.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is West Financial Services, Inc. headquartered?

    West Financial Services, Inc. is headquartered in McLean, Virginia.

    What is West Financial Services, Inc.'s CRD number?

    West Financial Services, Inc.'s CRD number is 137497. 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 Services, Inc. manage?

    West Financial Services, Inc. manages approximately 2,766 client accounts according to its latest SEC filing.

    Is West Financial Services, Inc. SEC registered?

    Yes, West Financial Services, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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