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| Happy Holidays!! thanks for using AUM13F!! |
| West Financial Advisors LLC
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| CRD # | 142265 |
| SEC # | 801-109976 |
| CIK # | 0001843684 |
| AUM | $610.5 M (2025-01-14) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 515-284-1011 |
| Address | 111 East Grand, Suite 412 Des Moines, IA 50309 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 74.1 |
| (b) Individuals (high net worth individuals) | 158 | 513.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 22.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,686 | 610.5 |
| By Discretionary | ||
| Discretionary | 1,682 | 587.6 |
| Non-Discretionary | 4 | 22.9 |
| Total | 1,686 | 610.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 610.5 | |
| Total | 1,686 | 610.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843684] |
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IL | 0.6 |
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High Falls Advisors Inc
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von Borstel & Associates Inc
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OR | 0.6 |
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Matthew Goff Investment Advisor LLC
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TX | 0.6 |
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Brogan Financial Inc
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TN | 0.5 |
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Brent Forrest & Associates LLC
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TX | 0.5 |