West Advisors, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 24, 2026, reports $637M in regulatory assets under management, 1 employee, and 16 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 93.8% of total clients.
Top client categories% of clientsClients
1
HNWI
93.8%
15
2
Individuals
6.3%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$637Mas of February 24, 2026
Discretionary0.1%
$431K
0% of total RAUM0.1%
Non-discretionary99.9%
$636M
100% of total RAUM99.9%
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.
Total AUM$637M
Total Accounts16
10Y AUM Change+$296M (+87.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee16:1
10Y Employee Change0 (0.0%)
* 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.