West Financial Advisors, L.L.C.
● SEC registered since 2017CRD 142265SEC# 801-109976Des Moines, IA
Reg. AUM
$674.2M
Employees
8
Accounts
1,677
Location
Des Moines, IA
West Financial Advisors, L.L.C. assets under management
West Financial Advisors, L.L.C. is an investment advisory firm registered with the SEC based in Des Moines, IA. The firm has been registered since 2017. It reports $674.2 million in regulatory assets under management and employs 8 people.
West Financial Advisors, L.L.C. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Brannen West | Member | Under 5% | 2020 |
| Brian Allen West Control | Managing Member | 25-50% | 2008 |
| Jackson Brannen West | Member | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does West Financial Advisors, L.L.C. manage?
West Financial Advisors, L.L.C. reports $674.2 million in regulatory assets under management on its Form ADV.
How many employees does West Financial Advisors, L.L.C. have?
West Financial Advisors, L.L.C. reports 8 employees.
Where is West Financial Advisors, L.L.C. located?
West Financial Advisors, L.L.C. is based in Des Moines, IA and has been SEC-registered since 2017.
Does West Financial Advisors, L.L.C. disclose fund performance?
West Financial Advisors, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 East Grand, Suite 412, Des Moines, IA 50309 |
| Phone | 515-284-1011 |
| Fax | 515-284-6522 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1843684 |
| Discloses disciplinary history | No |
Regulatory AUM
$674.2M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$674.2Mregulatory AUM
Discretionary $646.5MNon-discretionary $27.7M