Luke Smith
West Invest · Bellingham, Washington
Luke Smith is a fee-only financial advisor at West Invest in Bellingham, Washington. West Invest reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | West Invest |
|---|---|
| Based in | Bellingham, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $304.5M across 1,642 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7964538 |
| Exams passed | Series 65 (2025) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.west-invest.com |
| Profile |
How Luke's firm compares
- West Invest's average account is about $185,000, from its Form ADV (assets managed divided by 1,642 accounts).
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Questions about Luke
Is Luke Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and West Invest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luke charge for financial advice?
Luke's firm, West Invest, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Luke Smith based?
Luke Smith is based in Bellingham, Washington.
Is Luke Smith registered with the SEC?
Yes. Luke Smith is registered as an investment adviser representative in WA (CRD 7964538), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does West Invest manage?
West Invest reports $304.5M across 1,642 accounts in assets under management.
How do I contact Luke Smith?
Through Luke's website, www.west-invest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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