Brian and Ruth Levy Living Trust
OwnerWest Wealth Group, LLC
About Brian and Ruth Levy Living Trust
Brian and Ruth Levy Living Trust is listed as Owner at West Wealth Group, LLC in Irvine, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of West Wealth Group, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Brian and Ruth Levy Living Trust work?
Brian and Ruth Levy Living Trust is listed as Owner at West Wealth Group, LLC on SEC Form ADV.
How much of West Wealth Group, LLC does Brian and Ruth Levy Living Trust own?
Form ADV reports a beneficial ownership band of 50-75%.
West Wealth Group, LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2021 |