Member · West Financial Advisors, L.L.C.
Michael B. West
CRD 7330595 · Named on Form ADV at one SEC-registered adviser
At a glance
West Financial Advisors, L.L.C., an SEC-registered wealth manager based in DES Moines, IA with $674 million in regulatory assets, lists Michael B. West on its Form ADV as Member.
Firms and roles
- West Financial Advisors, L.L.C.MemberWealth manager · DES Moines, IA · $674M in regulatory assets
AtlasMembers
Michael’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
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Laura K. WestManaging Member and Chief Compliance Officer, West Financial Advisors, L.L.C.
- Brian A. WestManaging Member, West Financial Advisors, L.L.C.
- Allison B. WestMember, West Financial Advisors, L.L.C.
- Jackson B. WestMember, West Financial Advisors, L.L.C.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.