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President, Chief Compliance Officer · West Financial Strategies, Inc.

Milton L. West

CRD 4486471 · Named on Form ADV at one SEC-registered adviser

At a glance

West Financial Strategies, Inc., an SEC-registered wealth manager based in Sanford, NC with $121 million in regulatory assets, lists Milton L. West on its Form ADV as President, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Milton’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.

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