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 SEC-registered investment advisory firm organized as an LLC. The firm positions itself as a capital allocator for individual and family clients and charges fees based on a percentage of assets under management. Its service menu includes financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars and workshops; pension consulting is also listed among its advisory activities. The firm does not identify as an active ESG investor and reports no related-adviser or multi-state adviser affiliations.
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
Sara Lovell
Managing PartnerCRD 5326656
Michael Silane
FounderCRD 7134524
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$121M in ETFs
66%
$79.7M
29%
$40.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $8.6M | 12,463 | 7.10% |
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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