# WEST FINANCIAL STRATEGIES, INC.

WEST FINANCIAL STRATEGIES, INC. of SANFORD, NC is an SEC-registered investment adviser.

## Registration

- CRD: 118241
- Type: SEC-registered investment adviser
- SEC file number: 801-136450
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Milton Lee West | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118241/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118241/similar
- Related entities: https://search.stillhousedata.com/firm/118241/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118241

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.