W
$304.5M Total AUM
$304.5M Disc. AUM
-- 3Y CAGR
10 Employees
691 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2023
- Office Locations
- 1
Office Locations
1801 F Street Bellingham WA
About West Invest
West Invest is a Bellingham-based RIA. The firm has been operating for 3 years. Managing $304.5M in total assets under management, with 8 advisory representatives. They custody assets with LPL Financial.
Team overview
-- AVG AGE
$38.1M AVG AUM / ADVISOR
$440.7K AVG AUM / CLIENT
1.8 yrs AVG TENURE
10 Employees
8 Advisory Reps
6 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LAMAR A WEST
Chief Compliance Officer, Managing Partner
- CRD
- #1566808
- Ownership
- 50% but less than 75%
Available
Available
Available
LaVelle Blair West
LPL Financial Advisor, Managing Partner, Senior Vice President
- CRD
- #6575195
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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K
Korinda Luv Bullard
--
- CRD
- #4489957
Available
Available
Available
EMILY PAIGE WEST SCHULTZ
--
- CRD
- #7352564
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $304,491,157 | $185,439 |
| Non-Discretionary | $0 | -- |
| Total | $304,491,157 | $185,439 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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