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WEST ADVISORS, INC.
Legal name: WEST ADVISORS, INCORPORATED
CRD 157236File 801-72579
APPROVED
Retail clients
Filing as of Feb 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$636.7M
Above cohort median (national)
Discretionary AUM
$431K
Non-discretionary $636.2M
Clients
16
16 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 29, 2011
- Principal office
- Not reported
- Phone
- 317-627-1083
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $636.7M
- Discretionary AUM
- $431K
- Non-discretionary AUM
- $636.2M
- Discretionary accounts
- 1
- Non-discretionary accounts
- 15
- Total accounts
- 16
- AUM per client
- $39.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $636.2M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $431K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11This 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.