# West Invest

> West Invest is an SEC-registered investment advisory firm in Bellingham, WA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 327641
- Filed as: WEST INVEST
- Legal name: Northwest Wealth Advisors, LLC
- Also doing business as: WEST INVEST
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellingham, WA
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327641
- AdvisorCensus page: https://advisorcensus.com/firm/west-invest-bellingham-wa-327641

## Quick answers

**How is West Invest compensated?**
On its Form ADV (Item 5.E, October 2026), West Invest reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does West Invest charge?**
Its Form ADV Part 2A brochure dated August 28, 2026 states: Flat fee: $500 to $12,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is West Invest located?**
West Invest's principal office is in Bellingham, WA, according to its Form ADV.

**Is West Invest registered with the SEC or a state?**
West Invest is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327641.

**How much does West Invest manage?**
West Invest reports $304,491,157 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**How have West Invest's assets and staff changed since 2023?**
In the Form ADV data for West Invest: Regulatory assets under management: $0 in the October 2023 data and $304,491,157 in the October 2026 data. Total employees: 3 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does West Invest serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (548); high net worth individuals (136); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does West Invest use?**
West Invest's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does West Invest report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327641

**Does West Invest state an account minimum?**
Its Form ADV Part 2A brochure dated August 28, 2026 says: "There is no account minimum for any of NWAL’s services."

**What changed in West Invest's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 9 to 8.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 28, 2026)

- Account minimum: None

> There is no account minimum for any of NWAL’s services.

- Flat fee: $500 to $12,000 (financial planning services)

> We typically charge a fixed fee for financial planning services, which generally ranges between $500 and $12,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $304,491,157
- Discretionary: $304,491,157
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 548 | $115,502,251 |
| High net worth individuals | 136 | $185,784,649 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $1,537,158 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $1,667,099 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, ID, MT, NV, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- west-invest.com
- Facebook @westinvestllc
- LinkedIn @west-invest-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 3 | August 1, 2023 |
| October 2024 | $152,263,001 | 5 | August 5, 2024 |
| October 2025 | $193,599,500 | 6 | July 9, 2025 |
| October 2026 | $304,491,157 | 10 | August 28, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $304,491,157 in the October 2026 data.
Total employees: 3 in October 2023 and 10 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 9 to 8.

### April 2026
- Employees performing advisory functions went from 5 to 9.
- Regulatory assets under management went from $193,599,500 to $304,491,157 (+57%).

### February 2026
- Registered or notice-filed in MT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. West Invest (CRD 327641): Form ADV filing data as of October 2026.