West Advisors, Inc.
West Advisors, Inc. is an SEC-registered ria with $636.7M assets under management (AUM, regulatory AUM), +12% over one year. See who owns West Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157236, SEC 801-72579, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $636.7M (2026-02-24)
- Firm type
- Ria
- Employees
- 1
- Clients
- 16
- CRD
- 157236
- Ownership
- WEST, DAVID, JEFFERSON
How much AUM does West Advisors, Inc. have?
West Advisors, Inc. reported $636.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns West Advisors, Inc.?
Disclosed owners and executives of West Advisors, Inc. include WEST, DAVID, JEFFERSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.