21 West Wealth Management LLC
21 West Wealth Management LLC is an SEC-registered wealth manager in Tustin, CA with $137.1M assets under management (AUM, regulatory AUM), +28% over one year. See who owns 21 West Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304532, SEC 801-132023, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $137.1M (2026-06-30)
- Firm type
- Wealth Manager
- Location
- Tustin, CA
- Employees
- 2
- Clients
- 35
- CRD
- 304532
- Ownership
- Silane, Michael, Francis; LOVELL, SARA, FAYE
How much AUM does 21 West Wealth Management LLC have?
21 West Wealth Management LLC reported $137.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns 21 West Wealth Management LLC?
Disclosed owners and executives of 21 West Wealth Management LLC include Silane, Michael, Francis, LOVELL, SARA, FAYE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.