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21 West Wealth Management LLC

● SEC registered since 2025CRD 304532SEC# 801-132023Tustin, CA
Export (members)
Reg. AUM
$106.9M
Employees
2
Accounts
73
Location
Tustin, CA

21 West Wealth Management LLC assets under management

21 West Wealth Management LLC is an SEC-registered investment adviser based in Tustin, CA. The firm has been registered since 2025. It reports $106.9 million in regulatory assets under management and employs 2 people.

21 West Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Michael Francis Silane ControlManaging Member50-75%2019
Sara Faye Lovell ControlManaging Member, And Chief Compliance Officer25-50%2020

Frequently asked questions

How much does 21 West Wealth Management LLC manage?

21 West Wealth Management LLC reports $106.9 million in regulatory assets under management on its Form ADV.

How many employees does 21 West Wealth Management LLC have?

21 West Wealth Management LLC reports 2 employees.

Where is 21 West Wealth Management LLC located?

21 West Wealth Management LLC is based in Tustin, CA and has been SEC-registered since 2025.

Does 21 West Wealth Management LLC disclose fund performance?

21 West Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2522 Chambers Road, Suite 100, Tustin, CA 92780
Phone949-774-2121
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$106.9M
Non-discretionary$0
Total (RAUM)$106.9M