# West Financial Services

West Financial Services is a Bank / Wealth / Trust based in McLean, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** McLean, United States
- **Region:** North America
- **Address:** McLean, VA, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** www.westfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/west-financial

## Regulatory record

- **CRD number:** 137497
- **SEC file number:** 801-64834
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137497

## About

West Financial Services is an SEC-registered investment adviser in MCLEAN, VA, registered since 2005. The firm manages $2.8 billion in regulatory assets. It has 39 employees and 22 investment advisers.

## Sectors

- Real Estate
- Private Credit

## Questions

### Does West Financial Services operate as a lender or a wealth advisor?

It operates as both. West originates and services private real estate loans while also managing client portfolios that hold those loans alongside municipal bonds, direct real estate equity, and other structured instruments. This is unusual: most registered investment advisors allocate client capital to third-party credit funds rather than originating the underlying loans themselves.

## Related profiles

- [West End Wealth Management](https://altss.com/profile/west-end-wealth-management)
- [West Japan Electrical Construction Corporate Pension Fund](https://altss.com/profile/west-japan-electrical-construction-corporate-pension-fund)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/west-financial-services

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