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Natalie Shirley

WEST WEALTH GROUP, LLC·IRVINE, California
Unclaimed Profile
2 PARK PLAZA, IRVINE, CA 92614CRD# 4477262Firm CRD# 316644
01

About

Natalie Shirley is a registered financial advisor based in IRVINE, California, affiliated with WEST WEALTH GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WEST WEALTH GROUP, LLC
WEST WEALTH GROUP, LLC
AUM
$349M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at WEST WEALTH GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4477262
Firm CRD# 316644
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Natalie Shirley offer?
Natalie Shirley specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.
What are Natalie Shirley's credentials?
Natalie Shirley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natalie Shirley located?
Natalie Shirley is based in IRVINE, California, working with WEST WEALTH GROUP, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Natalie Shirley charge for services?
Natalie Shirley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST WEALTH GROUP, LLC?
WEST WEALTH GROUP, LLC has approximately 20 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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