West Wealth Group, LLC
Firm details
- Headquarters
- Irvine, California
- CRD number
- 316644
- Registered since
- October 1, 2021
- Website
- www.westwealthgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals69.44%
- HNWI30.35%
- Corporations / Businesses0.18%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
West Wealth Group, LLC is an independent registered investment adviser that began SEC registration in 2021 and is organized as an LLC. The firm serves both individual and family clients as well as institutional accounts and provides a mix of fee arrangements, including percentage-of-AUM, hourly fees, and fixed-fee engagements. Its business lines extend beyond advisory work to insurance brokerage and accounting services. On the advisory side it lists financial planning, portfolio management for individuals and small businesses, pension consulting services, publication of periodicals/newsletters, and educational seminars or workshops. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds84%
- Exchange Traded Equities11%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
3 of 21
Ayush Raval
Associate AdvisorCRD 8288489
Justin Tran
Financial Compliance ManagerCRD 7031368
Timothy Safieh
Financial AdvisorCRD 2877888
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 86Active vs passive
$695M in ETFs
45%
$313M
15%
$382M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $88.5M | 1,006,588 | 12.73% |
Location
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 2 Park Plz
- Time zone
- PT (UTC-8)
- Office locations
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