SEC Form ADV

WEST FINANCIAL SERVICES, INC.

Registered Investment AdviserVA
$2.8B
Assets Under Management
2,766
Total Clients
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Registration Details

Accession
CRD-137497
Location
MCLEAN, VA
Filing Date
March 30, 2026
AUM
$2.8B
Total Clients
2,766
Amendment
No

About this Adviser

WEST FINANCIAL SERVICES, INC. is a registered investment adviser headquartered in MCLEAN, VA, managing approximately $2.8B in assets across 2,766 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.