WEST ADVISORS, INCORPORATED

WEST ADVISORS, INCORPORATED is an SEC-registered investment adviser (CRD 157236). Regulatory assets under management: $636.7M.

Registration

• CRD: 157236
• SEC file number: 801-72579
• Type: Registered investment adviser
• Phone: 317-627-1083
• Latest filing: 2026-02-24
• Regulatory AUM: $636.7M
• Discretionary AUM: $431K
• Non-discretionary AUM: $636.2M
• Clients: 1
• Accounts: 16

Business model

Compensation: Fixed.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157236 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search