CRD: 142265
West Financial Advisors, L.l.c.
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-30-2006
- Office Locations
- 2
Office Locations
About West Financial Advisors, L.l.c.
West Financial Advisors is a fee-only wealth management firm in Des Moines serving clients across Iowa and nationally. The team delivers comprehensive personal financial planning and a quantitative investment management approach, with support for complex decisions including tax planning, sustainable retirement income, and executive incentive compensation/stock plans. Client focus includes influential women, active retirees, empty nesters, and business owners.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN ALLEN WEST
Financial Advisor, General Partner, Managing Member
- CRD
- #5586417
- Ownership
- 25% but less than 50%
LAURA KAY BRANNEN WEST
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5236631
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Abby Rae Belvin
Financial Advisor, General Partner
- CRD
- #6835588
AMY R DEEVER
Client Service Advisor
- CRD
- #7462246
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $646,505,657 | $387,129 |
| Non-Discretionary | $27,681,260 | $3,954,466 |
| Total | $674,186,917 | $402,020 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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