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| West Financial Strategies Inc
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|
|
|---|---|
| CRD # | 118241 |
| SEC # | 801-136450 |
| CIK # | |
| AUM | $121.0 M (2026-05-08) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 919-774-8664 |
| Address | 301 Court Square Sanford, NC 27330 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 32.5 |
| (b) Individuals (high net worth individuals) | 46 | 85.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 2.0 |
| Total | 318 | 121.0 |
| By Discretionary | ||
| Discretionary | 318 | 121.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 318 | 121.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.0 | |
| Total | 318 | 121.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Life Strategies Inc
✚
|
CA | 0.1 |
|
Allen Financial Management LLC
✚
|
MI | 0.1 |
|
Resnick Wealth Alliance LLC
✚
|
FL | 0.1 |
|
Wellington Capital Management Inc
✚
|
0.1 | |
|
Jbglobalcom LLC
✚
|
NY | 0.1 |
|
Craft Asset Management LLC
✚
|
FL | 0.1 |
|
van Winkle Wealth Management Group LLC
✚
|
OH | 0.1 |
|
Montchanin Asset Management LLC
✚
|
DE | 0.1 |
|
Wright Cove Capital LLC
✚
|
ME | 0.1 |
|
Weber Contracting LLC
✚
|
MN | 0.1 |