WEST FINANCIAL SERVICES, INC.

CRD 137497File 801-64834

APPROVED

Retail clients

Custody

Filing as of Aug 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.84B

Top 25% of cohort (national)

Discretionary AUM

$2.81B

Non-discretionary $24.9M

Clients

964

2,766 accounts

Employees

Top 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Oct 3, 2005
Principal office: 2010 CORPORATE RIDGE ROAD, STE 530, MCLEAN, VA, 22102
Phone: 703-847-2500
Website: HTTP://WWW.WESTFINANCIAL.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.84B
Discretionary AUM: $2.81B
Non-discretionary AUM: $24.9M
Discretionary accounts: 2,709
Non-discretionary accounts: 57
Total accounts: 2,766
AUM per client: $2.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	19	$136.8M
Charitable organizations	Fewer than 5	$741K
High net worth individuals	546	$2.53B
Pension and profit sharing plans	4	$18.7M
Individuals (other than high net worth individuals)	394	$148.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.