WEST FINANCIAL ADVISORS, L.L.C.
CRD #142265 SEC #801-109976 DES MOINES, IA 515-284-1011
SEC Registered
Total AUM
$610.5M
Discretionary
$587.6M
Employees
7
Clients
251
Accounts
1,686
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $610.5M | $587.6M | $22.9M | 7 | 0 |
| Oct 2025 | $610.5M | $587.6M | $22.9M | 7 | 0 |
| Aug 2025 | $610.5M | $587.6M | $22.9M | 7 | 0 |
| Jan 2025 | $610.5M | $587.6M | $22.9M | 7 | 0 |
| Jun 2024 | $510.6M | $491.8M | $18.8M | 7 | 0 |
| Jan 2024 | $510.6M | $491.8M | $18.8M | 7 | 0 |
| Jan 2023 | $418.8M | $403.9M | $14.9M | 7 | 0 |
| Aug 2022 | $475M | $463.9M | $11.1M | 6 | 0 |
| May 2022 | $475M | $463.9M | $11.1M | 6 | 0 |
| Jan 2022 | $475M | $463.9M | $11.1M | 6 | 0 |
| Jan 2022 | $475M | $463.9M | $11.1M | 6 | 0 |
| Jan 2021 | $375.1M | $365.9M | $9.2M | 6 | 0 |
| Nov 2020 | $307.8M | $300.4M | $7.4M | 6 | 0 |
| Jun 2020 | $307.8M | $300.4M | $7.4M | 6 | 0 |
| May 2020 | $307.8M | $300.4M | $7.4M | 6 | 0 |
| May 2020 | $307.8M | $300.4M | $7.4M | 6 | 0 |
| Jan 2020 | $307.8M | $300.4M | $7.4M | 6 | 0 |
| May 2019 | $246.4M | $241.2M | $5.2M | 6 | 0 |
| Jan 2019 | $246.4M | $241.2M | $5.2M | 6 | 0 |
| Oct 2018 | $159.4M | $153.5M | $5.9M | 6 | 0 |
| Aug 2018 | $159.4M | $153.5M | $5.9M | 6 | 0 |
| Jan 2018 | $159.4M | $153.5M | $5.9M | 4 | 0 |
| May 2017 | $119.1M | $105.7M | $13.4M | 4 | 107 |
| Feb 2017 | $119.1M | $105.7M | $13.4M | 3 | 107 |
| Feb 2017 | $119.1M | $105.7M | $13.4M | 3 | 107 |
DateNov 2025
Total AUM$610.5M
Discretionary$587.6M
Non-Disc.$22.9M
Employees7
Clients0
DateOct 2025
Total AUM$610.5M
Discretionary$587.6M
Non-Disc.$22.9M
Employees7
Clients0
DateAug 2025
Total AUM$610.5M
Discretionary$587.6M
Non-Disc.$22.9M
Employees7
Clients0
DateJan 2025
Total AUM$610.5M
Discretionary$587.6M
Non-Disc.$22.9M
Employees7
Clients0
DateJun 2024
Total AUM$510.6M
Discretionary$491.8M
Non-Disc.$18.8M
Employees7
Clients0
DateJan 2024
Total AUM$510.6M
Discretionary$491.8M
Non-Disc.$18.8M
Employees7
Clients0
DateJan 2023
Total AUM$418.8M
Discretionary$403.9M
Non-Disc.$14.9M
Employees7
Clients0
DateAug 2022
Total AUM$475M
Discretionary$463.9M
Non-Disc.$11.1M
Employees6
Clients0
DateMay 2022
Total AUM$475M
Discretionary$463.9M
Non-Disc.$11.1M
Employees6
Clients0
DateJan 2022
Total AUM$475M
Discretionary$463.9M
Non-Disc.$11.1M
Employees6
Clients0
DateJan 2022
Total AUM$475M
Discretionary$463.9M
Non-Disc.$11.1M
Employees6
Clients0
DateJan 2021
Total AUM$375.1M
Discretionary$365.9M
Non-Disc.$9.2M
Employees6
Clients0
DateNov 2020
Total AUM$307.8M
Discretionary$300.4M
Non-Disc.$7.4M
Employees6
Clients0
DateJun 2020
Total AUM$307.8M
Discretionary$300.4M
Non-Disc.$7.4M
Employees6
Clients0
DateMay 2020
Total AUM$307.8M
Discretionary$300.4M
Non-Disc.$7.4M
Employees6
Clients0
DateMay 2020
Total AUM$307.8M
Discretionary$300.4M
Non-Disc.$7.4M
Employees6
Clients0
DateJan 2020
Total AUM$307.8M
Discretionary$300.4M
Non-Disc.$7.4M
Employees6
Clients0
DateMay 2019
Total AUM$246.4M
Discretionary$241.2M
Non-Disc.$5.2M
Employees6
Clients0
DateJan 2019
Total AUM$246.4M
Discretionary$241.2M
Non-Disc.$5.2M
Employees6
Clients0
DateOct 2018
Total AUM$159.4M
Discretionary$153.5M
Non-Disc.$5.9M
Employees6
Clients0
DateAug 2018
Total AUM$159.4M
Discretionary$153.5M
Non-Disc.$5.9M
Employees6
Clients0
DateJan 2018
Total AUM$159.4M
Discretionary$153.5M
Non-Disc.$5.9M
Employees4
Clients0
DateMay 2017
Total AUM$119.1M
Discretionary$105.7M
Non-Disc.$13.4M
Employees4
Clients107
DateFeb 2017
Total AUM$119.1M
Discretionary$105.7M
Non-Disc.$13.4M
Employees3
Clients107
DateFeb 2017
Total AUM$119.1M
Discretionary$105.7M
Non-Disc.$13.4M
Employees3
Clients107