West Invest is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellingham, WA. Its latest Form ADV filing, dated April 13, 2026, reports $304M in regulatory assets under management, 9 employees, and 1,642 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.3% of total clients.
Top client categories% of clientsClients
1
Individuals
79.3%
548
2
HNWI
19.7%
136
3
Pension Plans
0.6%
4
4
Corporations
0.4%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$304Mas of April 13, 2026
Discretionary100.0%
$304M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$304M
Total Accounts1,642
10Y AUM Change+$304M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee77:1
10Y Employee Change+6 (+200.0%)
* 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.