WESTFACE FINANCIAL ADVISORY

WESTFACE FINANCIAL ADVISORY is an SEC-registered investment adviser (CRD 168959). Regulatory assets under management: $40.8M.

Registration

• CRD: 168959
• Type: Registered investment adviser
• Phone: 360-818-7726
• Latest filing: 2026-02-24
• Regulatory AUM: $40.8M
• Discretionary AUM: $36.1M
• Non-discretionary AUM: $4.7M
• Clients: 2
• Accounts: 204

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168959 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search