DES MOINES, IACRD 142265Latest ADV February 25, 2026
West Financial Advisors, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Des Moines, IA. Its latest Form ADV filing, dated February 25, 2026, reports $674M in regulatory assets under management, 8 employees, 1 office, and 1,677 accounts.
Assets Under Management
$674M
Employees
8
Offices
1 office
Total Clients
305
Primary office
DES MOINES, IA
111 EAST GRAND, SUITE 412, DES MOINES, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.8% of total clients.
Top client categories% of clientsClients
1
HNWI
54.8%
167
2
Individuals
45.2%
138
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$674Mas of February 25, 2026
Discretionary95.9%
$647M
96% of total RAUM95.9%
Non-discretionary4.1%
$28M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$674M
Total Accounts1,677
10Y AUM Change+$555M (+466.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee38:1
10Y Employee Change+5 (+166.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.