WEST WEALTH GROUP, LLC

IRVINE, California·4 registered advisors·CRD# 316644
SEC# 801-1224383949-682-9105
01

Firm Overview

AUM
$349M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEST WEALTH GROUP, LLC

4 registered advisors
Brian M Levy
IRVINE, California
Michael Ray Clark
IRVINE, California
Natalie Shirley
IRVINE, California
Ruth Levy
IRVINE, California
05

Office Locations

IRVINE, California
4 advisors

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Data sourced from SEC Form ADV filings. WEST WEALTH GROUP, LLC (CRD# 316644) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.