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WEST WEALTH GROUP, LLC
CRD 316644File 801-122438
APPROVED
Retail clients
Custody
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$616.7M
Above cohort median (national)
Discretionary AUM
$616.7M
Clients
2,746
2,746 accounts
Employees
35
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 1, 2021
- Principal office
- 2 PARK PLAZA, SUITE 800, IRVINE, CA, 92614
- Phone
- 949-682-9105
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $616.7M
- Discretionary AUM
- $616.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,746
- Non-discretionary accounts
- 0
- Total accounts
- 2,746
- AUM per client
- $225K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| Charitable organizations | 6 | $224K |
| High net worth individuals | 87 | $187.2M |
| Individuals (other than high net worth individuals) | 2,649 | $428.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.