Wealth manager, independent · Bellingham, WA
West Invest
Northwest Wealth Advisors, LLC · SEC-registered investment adviser · CRD 327641 · SEC 801-128653
At a glance
West Invest is an SEC-registered investment adviser based in Bellingham, Washington, with $304 million in regulatory assets under management as of its Form ADV filed August 28, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 684 individual clients. By Form ADV it is a wealth manager, ranked 4,336th of 8,915 wealth managers and 10,092nd of 17,210 SEC-registered advisers by assets.
Main office 360-738-6019west-invest.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $304M
- Rank among wealth managers
- #4,336 of 8,915
- Rank among all SEC RIAs
- #10,092 of 17,210
- Rank in Washington
- #149 of 271
- Individual clients
- 684
- High-net-worth clients
- 136
- Accounts
- 1,642
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- LaVelle B. WestManaging Partner
- Lamar A WestManaging Partner and Chief Compliance Officer
- Libby A. WestPartner
Custody and brokerage
Broker-dealer
Hybrid RIA
West Invest is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed August 2026) names LPL Financial as the broker-dealer its advisers are registered with.
Registration as a Broker/Dealer or Broker/Dealer Representative As registered representatives of LPL Financial, LaVelle Blair West and LaMar A West accept compensation for the sale of securities.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 136 | $186M | 61% |
| Individuals | 548 | $116M | 38% |
| Corporations or other businesses | 3 | $2M | <1% |
| Pension and profit sharing plans | 4 | $2M | <1% |
Disciplinary disclosures
West Invest reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗west-invest.com ↗
AtlasMembers
The full record on West Invest
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 6,563 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does West Invest manage?
West Invest reports $304 million in regulatory assets under management across 1,642 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 28, 2026.
What kind of firm is West Invest?
West Invest is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are West Invest’s clients?
By assets, its largest client types are high-net-worth individuals ($186 million, 136 clients); individuals ($116 million, 548 clients); corporations or other businesses ($2 million, 3 clients).
Does West Invest have any disciplinary history?
West Invest reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is West Invest’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →