West Wealth Group, LLC
West Wealth Group, LLC is an SEC-registered mass-market adviser in Irvine, CA with $616.7M assets under management (AUM, regulatory AUM), +31% over one year. See who owns West Wealth Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316644, SEC 801-122438, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $616.7M (2026-05-18)
- Firm type
- Mass-Market Adviser
- Location
- Irvine, CA
- Employees
- 35
- Clients
- 2,746
- CRD
- 316644
- Ownership
- Clark, Michael, Ray; BRIAN AND RUTH LEVY LIVING TRUST; Levy, Brian, M; Shirley, Natalie; LEVY, BRIAN, M
How much AUM does West Wealth Group, LLC have?
West Wealth Group, LLC reported $616.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns West Wealth Group, LLC?
Disclosed owners and executives of West Wealth Group, LLC include Clark, Michael, Ray, BRIAN AND RUTH LEVY LIVING TRUST, Levy, Brian, M, Shirley, Natalie, LEVY, BRIAN, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.