Audrey Moxon West
Investment adviser representative at Gradient Advisors, LLC
11 yearsExperience
1 stateRegistered in
$289.3MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Gradient Advisors, LLCOct 2024 to now
- Foundations Investment AdvisorsJul 2021 to Oct 2024
- Knr Consulting and Wealth Management, Inc.Sep 2020 to Jul 2021
- Simplified Insurance Services, Inc. dba Krwm Insurance ServicesMay 2019 to Jun 2021
- Reform Through EducationOct 2017 to Aug 2019
- Self-employedNov 2016 to Oct 2017
- Park City Film StudiosJul 2015 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Gradient Advisors, LLC
$289.3MAssets managed
2,152Clients
185Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7292200
- Firm CRD
- 152665