| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian and Ruth Levy Living Trust Control | Owner | 50-75% | 2021 |
| Brian M Levy Control | Managing Member | Under 5% | 2021 |
| Michael R Clark Trust Living Trust Control | Owner | 50-75% | 2024 |
West Wealth Group, LLC reports $472.1 million in regulatory assets under management on its Form ADV.
West Wealth Group, LLC reports 27 employees.
West Wealth Group, LLC is based in Irvine, CA and has been SEC-registered since 2021.
West Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2 Park Plaza, Suite 800, Irvine, CA 92614 |
| Phone | 949-682-9105 |
| Fax | 949-682-2105 |
| Office hours | By Appt. Only |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1923591 |
| Discloses disciplinary history | No |
| Discretionary | $472.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $472.1M |