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WEST INVEST

1801 F Street
Bellingham, Washington 98225
Tel: 360-738-6019

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About WEST INVEST

WEST INVEST, formally registered with the SEC as WEST INVEST. The firm was established in 08/31/2023. They have over 1 offices throughout the country.

WEST INVEST is a Bellingham, Washington based Financial Planning firm with nearly $152,263,001 assets under management, offering retirement planning & investment advisory services to 954 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#327641
SEC#801-128653
Assets Managed by Firm$152,263,001
No. of Clients954
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total954$152,263,001
Individuals (other than high net worth individuals)332$101,835,503
High net worth individuals25$49,847,341
Corporations or other businesses1$580,157

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