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 organized as an LLC and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional accounts. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting, and client education through publications and seminars. West Wealth Group also operates as an insurance broker and provides accounting-related services. Fee arrangements include assets-under-management, hourly fees, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not described as a capital allocator.
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 18Ryan Nguyen
Financial AdvisorCRD 6680319
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 80Active vs passive
$554M in ETFs
54%
$299M
16%
$255M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $53.1M | 469,119 | 9.57% |
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
Similar firms
WARREN STREET WEALTH ADVISORS, LLC
RIAIRVINE, CA
THREE ARCH WEALTH MANAGEMENT LLC
RIAIRVINE, CA
TEMPUS WEALTH PLANNING, LLC
RIAIRVINE, CA
PRESERVATION EQUITY FUND ADVISORS, LLC
RIAIRVINE, CA
GT INVESTMENT PARTNERS, LP
RIAIRVINE, CA
REGENTS PARK FUNDS, LLC
RIAIRVINE, CA