West Wealth Group, LLC
● SEC registered since 2021CRD 316644SEC# 801-122438Irvine, CA
Reg. AUM
$616.7M
Employees
35
Accounts
2,746
Location
Irvine, CA
West Wealth Group, LLC assets under management
West Wealth Group, LLC is an SEC-registered investment adviser based in Irvine, CA. The firm has been registered since 2021. It reports $616.7 million in regulatory assets under management and employs 35 people.
West Wealth Group, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian and Ruth Levy Living Trust Control | Owner | 50-75% | 2021 |
| Brian M Levy Control | Managing Member | Under 5% | 2021 |
| Michael R Clark Trust Living Trust Control | Owner | 50-75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does West Wealth Group, LLC manage?
West Wealth Group, LLC reports $616.7 million in regulatory assets under management on its Form ADV.
How many employees does West Wealth Group, LLC have?
West Wealth Group, LLC reports 35 employees.
Where is West Wealth Group, LLC located?
West Wealth Group, LLC is based in Irvine, CA and has been SEC-registered since 2021.
Does West Wealth Group, LLC disclose fund performance?
West Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Park Plaza, Suite 800, Irvine, CA 92614 |
| Phone | 949-682-9105 |
| Fax | 949-682-2105 |
| Office hours | By Appt. Only |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1923591 |
| Discloses disciplinary history | No |
Regulatory AUM
$616.7M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$616.7Mregulatory AUM
Discretionary $616.7M