WEST INVEST

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

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 Status	Approved
Firm CRD#	327641
SEC#	801-128653
Assets Managed by Firm	$152,263,001
No. of Clients	954
No. of Advisors	6

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 Clients	AUM
Firm Total	954	$152,263,001
Individuals (other than high net worth individuals)	332	$101,835,503
High net worth individuals	25	$49,847,341
Corporations or other businesses	1	$580,157

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