21 West Wealth Management LLC
● SEC registered since 2025CRD 304532SEC# 801-132023Tustin, CA
Reg. AUM
$137.1M
Employees
2
Accounts
83
Location
Tustin, CA
21 West Wealth Management LLC assets under management
21 West Wealth Management LLC is an SEC-registered investment adviser based in Tustin, CA. The firm has been registered since 2025. It reports $137.1 million in regulatory assets under management and employs 2 people.
21 West Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Francis Silane Control | Managing Member | 50-75% | 2019 |
| Sara Faye Lovell Control | Managing Member, And Chief Compliance Officer | 25-50% | 2020 |
Frequently asked questions
How much does 21 West Wealth Management LLC manage?
21 West Wealth Management LLC reports $137.1 million in regulatory assets under management on its Form ADV.
How many employees does 21 West Wealth Management LLC have?
21 West Wealth Management LLC reports 2 employees.
Where is 21 West Wealth Management LLC located?
21 West Wealth Management LLC is based in Tustin, CA and has been SEC-registered since 2025.
Does 21 West Wealth Management LLC disclose fund performance?
21 West Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2522 Chambers Road, Suite 100, Tustin, CA 92780 |
| Phone | 949-774-2121 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$137.1M▲ 28%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$137.1Mregulatory AUM
Discretionary $137.1M