West Financial Advisors, L.l.c.
West Financial Advisors, L.l.c. is an SEC-registered wealth manager in Des Moines, IA with $674.2M assets under management (AUM, regulatory AUM), +10% over one year. See who owns West Financial Advisors, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142265, SEC 801-109976, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $674.2M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- Des Moines, IA
- Employees
- 8
- Clients
- 305
- CRD
- 142265
- Ownership
- West, Allison, Brannen; West, Jackson, Brannen; WEST, LAURA, KAY BRANNEN; WEST, BRIAN, ALLEN; West, Michael, Brannen
How much AUM does West Financial Advisors, L.l.c. have?
West Financial Advisors, L.l.c. reported $674.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns West Financial Advisors, L.l.c.?
Disclosed owners and executives of West Financial Advisors, L.l.c. include West, Allison, Brannen, West, Jackson, Brannen, WEST, LAURA, KAY BRANNEN, WEST, BRIAN, ALLEN, West, Michael, Brannen. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.