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 became SEC-registered in 2021. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, pension consulting-related services, educational seminars and published periodicals. It operates alongside brokerage and accounting activities, functioning as an insurance broker and providing accounting services in addition to advisory work. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not present 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 20
Brian Levy
Managing MemberCRD 5236788
Rudy Dahbura
Investment Advisor RepresentativeCRD 6188029
Garrett Yack
Investment Adviser RepresentativeCRD 6225806
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$730M in ETFs
45%
$329M
15%
$401M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $96.3M | 1,072,809 | 13.19% |
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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