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Brian and Ruth Levy Living Trust

OwnerWest Wealth Group, LLC

About Brian and Ruth Levy Living Trust

Brian and Ruth Levy Living Trust is listed as Owner at West Wealth Group, LLC in Irvine, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of West Wealth Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian and Ruth Levy Living Trust work?

Brian and Ruth Levy Living Trust is listed as Owner at West Wealth Group, LLC on SEC Form ADV.

How much of West Wealth Group, LLC does Brian and Ruth Levy Living Trust own?

Form ADV reports a beneficial ownership band of 50-75%.

West Wealth Group, LLC

TitleOwner
Ownership50-75%
Control personYes
Since2021
View West Wealth Group, LLC →