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West Financial Advisors
WEST FINANCIAL ADVISORS, L.L.C. is an SEC-registered investment adviser in DES MOINES, IA, registered since 2017. The firm manages $674 million in assets, with...
West Financial Advisors
WEST FINANCIAL ADVISORS, L.L.C. is an SEC-registered investment adviser in DES MOINES, IA, registered since 2017. The firm manages $674 million in assets, with $647 million on a discretionary basis. It employs 8 staff and 6 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at West Financial Advisors?
No named principals or investment professionals are identified in public sources. The firm’s SEC registration as an RIA implies oversight by an investment committee or designated advisor, but specific leadership cannot be confirmed.
How does West Financial Advisors source proprietary deal flow?
No public information describes the firm’s deal sourcing. As an RIA, it likely relies on standard market research and third-party investment platforms rather than a proprietary network.
Is West Financial Advisors structured as a single family office or a multi-family office?
The firm operates as a registered investment advisor, which typically serves multiple families rather than a single family. This classification suggests a multi-family office structure, though no explicit confirmation exists.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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