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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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