WEST INVEST
Firm details
- Headquarters
- BELLINGHAM, Washington
- CRD number
- 327641
- Registered since
- August 31, 2023
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.01%
- Individuals37.93%
- Corporations / Businesses0.55%
- Pension & Profit Sharing Plans0.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
West Invest is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include both AUM-based percentage fees and fixed fees. West Invest is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Contacts
3 of 8Adam Visser
ParaplannerCRD 8070510
Alice Tweit
ParaplannerCRD 7125389
EMILY SCHULTZ
Registered Administrative AssociateCRD 7352564
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BELLINGHAM, WA
WHATCOM
Location
BELLINGHAM, WA
Headquartered in BELLINGHAM, WA, in the West of the United States.
- Region
- West
- County
- WHATCOM
- Address
- 1801 F St
- Time zone
- PT (UTC-8)
- Office locations
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