21 West Wealth Management LLC
Firm details
- Headquarters
- Tustin, California
- CRD number
- 304532
- Registered since
- March 5, 2025
- Website
- www.21westwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.51%
- Individuals2.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
21 West Wealth Management LLC is an independent, individually owned RIA organized as an LLC. The firm is registered with the SEC (registered in 2025) and charges clients on a percentage-of-AUM basis. Its client focus is individuals and families, and its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars and workshops. The firm identifies itself as a capital allocator, directing client capital to third‑party managers where appropriate. It does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities16%
- Derivatives3%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Michael Silane
FounderCRD 7134524
Sara Lovell
Managing PartnerCRD 5326656
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$118M in ETFs
73%
$86.1M
23%
$32.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-EXEMPT BOND INDEX FUND (VTEB) | Vanguard | Passive | Muni National Interm | $13.6M | 286,903 | 11.47% |
Location
Tustin, CA
Orange
Location
Tustin, CA
Headquartered in Tustin, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 2522 Chambers Rd
- Time zone
- PT (UTC-8)
- Office locations
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