West Invest
West Invest is an SEC-registered mass-market adviser in Bellingham, WA with $304.5M assets under management (AUM, regulatory AUM), +57% over one year. See who owns West Invest: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327641, SEC 801-128653, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $304.5M (2026-05-19)
- Firm type
- Mass-Market Adviser
- Location
- Bellingham, WA
- Employees
- 10
- Clients
- 691
- CRD
- 327641
- Ownership
- WEST, LAMAR, A; West, Libby, Ann; West, LaVelle, Blair
How much AUM does West Invest have?
West Invest reported $304.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns West Invest?
Disclosed owners and executives of West Invest include WEST, LAMAR, A, West, Libby, Ann, West, LaVelle, Blair. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.