RIA Intel›Advisers›Virginia›WEST FINANCIAL SERVICES, INC.

WEST FINANCIAL SERVICES, INC.

Advisory

N·MCLEAN, VA

Data as of Jul 28, 2026 · Source: SEC Form ADV

Total AUM
$2.8B
1-Year AUM Growth
+13.9%
3-Year CAGR
+3.8%
Employees
22
Assets Under Management
Total AUM$2.8B
Discretionary AUM$2.8B
Non-Discretionary AUM$25M
Discretionary %99.1%
Total Clients919
Team
Total Employees22
Investment Advisers39
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record56
First FilingOct 13, 2005
Latest FilingJul 28, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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