Multi-Family OfficeRIA · CRD 142265SEC-Registered

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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

What is West Financial Advisors?

West Financial Advisors is a multi family office tracked on Altss.

What does Altss track for West Financial Advisors?

Altss maintains an OSINT-verified profile of West Financial Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is West Financial Advisors?

West Financial Advisors is classified by Altss as a Multi Family Office.

How does Altss source intelligence on West Financial Advisors?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was West Financial Advisors's Altss profile last updated?

West Financial Advisors's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by 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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