Investment adviser · CRD 316644
WEST WEALTH GROUP, LLC
Investment adviser filing (IA)
IRVINE, CA, United States · Form ADV filed Sep 16, 2026
- Regulatory AUM
- $617M Form ADV · Item 5.F
- Client accounts
- 2,746 Accounts, not individual clients
- Employees
- 35 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 2,649 | $428,242,501 | 69.4% |
| High-net-worth individuals | 87 | $187,150,009 | 30.3% |
| Corporations & businesses | Fewer than 5 | $1,116,945 | 0.2% |
| Charities | 6 | $223,769 | 0.0% |
Filing source
Form ADV 2131578 · Sep 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2 PARK PLAZA, SUITE 800IRVINE, CA, 92614, United States
CRD 316644
Filing source
Form ADV 2131578 · Sep 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.