West Invest
Financial Services • 
Bellingham, Washington, United States • 11-20 Employees
Company overview
| Headquarters | 1801 F St, Bellingham, Washington 98225, US |
| Phone number | +13602665050 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Stocks, Tax Planning, Annuities, Bonds, Insurance, Financial Planning, Long Term Care Insurance, Estate Planning, Mutual Funds, Cash Flow Planning, Wealth Managment, Social Security Optimization, Index Funds, Retirement Planing |
| Founded | 2000 |
| Employees | 11-20 |
| Socials |
Key Contacts at West Invest
Emily Beszhak
Director Of Client Communication
Alina Busuioc
Director
West Invest Email Formats
West Invest uses 1 email format. The most common is {first name} (e.g., john@west-invest.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@west-invest.com | 100% |
About West Invest
We are a team of individual financial advisors that find value in our lives by helping others. In this pursuit we have found we can have a huge impact on people’s lives by answering their financial questions: do I have to enough to retire comfortably; how do I start investing in my future; and do I have any financial blind spots? We help people answer these questions and more. We are comprehensive investment planners that use your goals, passions, and ambitions to create customized plans just for you. All it takes is a simple step to get started. Located in Bellingham, WA, we serve clients throughout the United States. Visit our website to find out more. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Northwest Wealth advisors (NWWA), doing business as West Invest LLC, is a SEC registered investment adviser. Northwest Wealth Advisors, LLC and West Invest, LLC are separate entities from LPL Financial. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AK, AZ, CA, FL, ID, LA, MN, MO, NC, NV, OH, OR, WA. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
West Invest revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
West Invest has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
West Invest has never raised funding before.
West Invest Tech Stack
Discover the technologies and tools that power West Invest's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Security
Search engines
Security
JavaScript libraries
Hosting
Tag managers
Marketing automation
Security
JavaScript libraries
France
Netherlands
Frequently asked questions
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