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WEST FINANCIAL ADVISORS, L.L.C.
CRD 142265 · SEC 801-109976
111 EAST GRAND, SUITE 412, DES MOINES, IA, 50309, United States
Phone
515-284-1011
Fax
515-284-6522
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$674.2M
Discretionary AUM
$646.5M
Team
8 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $67.8M |
| High net worth individuals | 167 | $579.4M |
States served
AZ, CA, IL, IA, MN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD