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WEST ADVISORS, INC.

· CRD 157236 · IAPD ↗ · 317-627-1083

$636.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2024 — WEST ADVISORS, INC. crossed $500M in regulatory AUM ($437.6M -> $501.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.