WEST WEALTH GROUP, LLC

2 Park Plaza
Suite 280
Irvine, California 92614
Tel: 949-682-9105

About WEST WEALTH GROUP, LLC

WEST WEALTH GROUP, LLC, formally registered with the SEC as WEST WEALTH GROUP, LLC. The firm was established in 10/01/2021. They have over 4 offices throughout the country.

WEST WEALTH GROUP, LLC is a Irvine, California based Financial Planning firm with nearly $349,279,398 assets under management, offering retirement planning & investment advisory services to 1804 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316644
SEC#	801-122438
Assets Managed by Firm	$349,279,398
No. of Clients	1804
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1804	$349,279,398
Individuals (other than high net worth individuals)	1743	$252,671,983
High net worth individuals	54	$90,516,270
Pension and profit sharing plans	3	$3,685,849
Corporations or other businesses	4	$2,405,296

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