West Invest

Overview

West Invest is an SEC registered investment adviser based in Bellingham, WA, registered since 2023. It reports $304M in assets under management across 1,642 accounts, with 10 employees. It has 7 investment adviser representatives.

Reported AUM

$304M

Discretionary

100%

Accounts

1,642

Average account

$185K

Employees

10

Advisory reps

7

Registered since

2023

Jurisdictions

9

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• LaVelle Blair West Managing Partner CRD 6575195
• Lamar A West Managing Partner, Chief Compliance Officer CRD 1566808
• Libby Ann West Partner CRD 7455579

Advisory reps 3 of 7

• Korinda L Bullard Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4489957
• Emily Paige West Schultz Registered Rep · Investment Adviser Rep CRD 7352564
• Luke Bengen Smith Investment Adviser Rep CRD 7964538

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1801 F St
Bellingham, WA 98225

County

Whatcom

Metro area

Bellingham, WA

Region

West

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: west-invest.com

Every state, with registration dates

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