SEC Form ADV

WEST FINANCIAL SERVICES, INC.

Registered Investment AdviserVA
$2.8B
Assets Under Management
43
Total Clients
39
Employees
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Registration Details

Accession
crd-137497
Location
MCLEAN, VA
Filing Date
June 16, 2026
AUM
$2.8B
Total Clients
43
Institutional Clients
5
Employees
39
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

WEST FINANCIAL SERVICES, INC. is a registered investment adviser headquartered in MCLEAN, VA, managing approximately $2.8B in assets across 43 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.