WEST FINANCIAL ADVISORS, L.L.C.
  • WEST FINANCIAL ADVISORS, L.L.C.
  • WEST FINANCIAL ADVISORS
  • WEST WEALTH MANAGEMENT
  • WEST WEALTH

Adviser Profile

As of Date 02/25/2026
Registration SEC, Approved, 02/16/2017
Other registrations (1)
ADV Location DES MOINES, IA, United States
Contact Info 515 xxxxxxx
Websites
AUM* 674,186,917 32%
of that, discretionary 646,505,657 31%
Number of Employees 8 14%
of those in investment advisory functions 6 20%
Private Fund GAV* 0
Avg Account Size 402,020 24%
% High Net Worth 54.05% -15%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

647M 554M 462M 369M 277M 185M 92M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name DSWD CPAS AND ADVISORS Filing Date07/29/2025 Form ADV-E View Report

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$87,151,914 % Position13.00% $ Change # Change
Stck Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$73,134,419 % Position11.00% $ Change # Change
Stck Ticker78462F103 Stock NameSTATE STR SPDR S&P 500 ETF T $ Position$72,733,415 % Position11.00% $ Change # Change
Stck Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$59,638,508 % Position9.00% $ Change # Change
Stck Ticker922907746 Stock NameVANGUARD MUN BD FDS $ Position$56,174,199 % Position9.00% $ Change # Change
Stck Ticker25434V302 Stock NameDIMENSIONAL ETF TRUST $ Position$39,686,239 % Position6.00% $ Change # Change
Stck Ticker46432F842 Stock NameISHARES TR $ Position$28,014,478 % Position4.00% $ Change # Change
Stck Ticker464287507 Stock NameISHARES TR $ Position$29,630,471 % Position4.00% $ Change # Change
Stck Ticker92206C870 Stock NameVANGUARD SCOTTSDALE FDS $ Position$22,622,275 % Position3.00% $ Change # Change
Stck Ticker922908553 Stock NameVANGUARD INDEX FDS $ Position$16,837,956 % Position3.00% $ Change # Change