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Brian M Levy

Managing MemberWest Wealth Group, LLCCRD 5236788

About Brian M Levy

Brian M Levy is listed as Managing Member at West Wealth Group, LLC in Irvine, CA. Form ADV reports a beneficial ownership band of Under 5%. Brian M Levy is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of West Wealth Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian M Levy work?

Brian M Levy is listed as Managing Member at West Wealth Group, LLC on SEC Form ADV.

How much of West Wealth Group, LLC does Brian M Levy own?

Form ADV reports a beneficial ownership band of Under 5%.

West Wealth Group, LLC

TitleManaging Member
OwnershipUnder 5%
Control personYes
Since2021

West Wealth Group, LLC

TitleOwner
Ownership50-75%
Control personYes
Since2015