WEST FINANCIAL STRATEGIES, INC.

WEST FINANCIAL STRATEGIES, INC. of SANFORD, NC is an SEC-registered investment adviser (CRD 118241). Regulatory assets under management: $121.0M.

Registration

• CRD: 118241
• SEC file number: 801-136450
• Type: Registered investment adviser
• Location: 301 COURT SQUARE, SANFORD, NC, 27330
• Phone: 919-774-8664
• Latest filing: 2026-05-08
• Regulatory AUM: $121.0M
• Discretionary AUM: $121.0M
• Clients: 3
• Accounts: 318

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 118241 on SEC IAPD (source of record)
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