WEST FINANCIAL ADVISORS, L.L.C.
C28
CRD 142265·SEC 801-109976·DES MOINES, IA
AUM
$674.2M
$500M-$1B
Est. Revenue
$6.7M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $246.4M
'21 · $375.1M
'22 · $475.0M
'23 · $475.0M
'25 · $610.5M
'26 · $674.2M
'20'26
$246.4M → $674.2M▲ +174%
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 6 advisors
'26 · 6 advisors
'20'26
6 advisors → 6 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicalsEducational Seminars Workshops
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.