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William Hanson West

INVESTURE, LLC·CHARLOTTESVILLE, Virginia
Series 3, Series 7, Series 63, Series 65Clean record15 years registeredINVESTURE, LLC
240 W MAIN STREET, CHARLOTTESVILLE, VA 22902CRD# 2380960Firm CRD# 130099

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Hanson West · CHARLOTTESVILLE, VA
Registration
CRD #2380960 · INVESTURE, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: INVESTURE, LLC
Jun 2011Jan 2024
CHARLOTTESVILLE, VA
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · June 10, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INVESTURE, LLC
CRD 130099 · SEC 801-62689
AUM
$32.2B
Regulatory assets under management
Employees
47
53 client accounts
Services offered by INVESTURE, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does William Hanson West offer?
William Hanson West specializes in Investment Management, Retirement Planning, Wealth Management.
What are William Hanson West's credentials?
William Hanson West is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Hanson West located?
William Hanson West is based in CHARLOTTESVILLE, Virginia, last registered with INVESTURE, LLC.
How does William Hanson West charge for services?
William Hanson West's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTURE, LLC?
INVESTURE, LLC has approximately 47 employees and manages $32.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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