WEST FINANCIAL STRATEGIES, INC.
At a Glance
| Total AUM | $121.0M |
| Discretionary | $121.0M100% of AUM |
| Client Accounts | 318 |
| Avg Account Size | $381K |
| Employees | 3 |
| Peak AUM | $121.0MMay 2026 |
AUM by Client Type
Total AUM
$121M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $121M | — | — | — | — |
| Discretionary AUM | $121M | — | — | ||
Key Metrics
| Total AUM | $121.0M |
| Discretionary | $121.0M |
| Employees | 3 |
| Client Accounts | 318 |
Contact & Location
Address
301 COURT SQUARE
SANFORD NC 27330
Phone
919-774-8664
Filing History
1 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
Clients
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Insurance Company