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Managing Partner and Chief Compliance Officer · West Invest

Lamar A West

CRD 1566808 · Named on Form ADV at one SEC-registered adviser

At a glance

West Invest, an SEC-registered wealth manager based in Bellingham, WA with $304 million in regulatory assets, lists Lamar A West on its Form ADV as Managing Partner and Chief Compliance Officer, a control person.

Firms and roles

  • West InvestManaging Partner and Chief Compliance OfficerWealth manager · Bellingham, WA · $304M in regulatory assets

AtlasMembers

Lamar’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lamar’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.