Hedge Fund Database

WEST WEALTH GROUP, LLC

Adviser information for WEST WEALTH GROUP, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 20
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 9
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,804 $349.3M
Non-Discretionary 0 $0
Total 1,804 $349.3M

Clients

Type Number RAUM
Individuals 1,743 $252.7M
HNW Individuals 54 $90.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $3.7M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $2.4M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesPublication of periodicals or newslettersEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-122438
SEC ERA File Number 801-122438
SEC CIK Numbers 1923591
SEC CRD Numbers 316644
Legal Entity Identifier None

Principal Office

2 PARK PLAZA
SUITE 280
IRVINE
CA
United States
Monday - Friday, BY APPT. ONLY
Tel: 949-682-9105, Fax: 949-682-2105

Websites

www.linkedin.com/company/bml-wealth-management www.instagram.com/bmlwealthmanagement twitter.com/bmlwealthmngmt www.facebook.com/bmlwealthmanagement www.yelp.com/biz/bml-wealth-management-irvine www.yelp.com/biz/ensemble-wealth-management-irvine-2 www.youtube.com/c/bmlwealthmanagement www.ensemblewm.com/ www.linkedin.com/company/ensemblewm twitter.com/ensemblewm www.facebook.com/ensemblewm www.westwealthgroup.com/ www.youtube.com/@financialcoachingwithmicha2153/about www.tiktok.com/@fincoachclark?_t=8zo0whx7pcu&_r=1 bmlwealth.net/ yackwealthmanagement.com/ www.linkedin.com/in/garrettyack www.yelp.com/biz/yack-wealth-management-indian-wells

Chief Compliance Officer

NATALIE SHIRLEY
2 PARK PLAZA
SUITE 280
IRVINE
CA
United States
Tel: 949-682-9105
Fax: 949-682-2105
(Full email address available in API data)

Regulatory Contact

BRIAN LEVY
MANAGING MEMBER
2 PARK PLAZA
SUITE 280
IRVINE
CA
United States
Tel: 949-682-9105
Fax: 949-682-2105
(Full email address available in API data)

Industry Affiliates

BML WEALTH MANAGEMENT D/B/A BML WEALTH & INSURANCE SERVICES Insurance company or agency
ENSEMBLE REALTY GROUP Real estate broker or dealer
ENSEMBLE WEALTH MANAGEMENT Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LEVY, BRIAN, M Individual – MANAGING MEMBER 08/2021 < 5%
Clark, Michael, Ray Individual – MANAGING MEMBER 08/2021 < 5%
Shirley, Natalie Individual – CHIEF COMPLIANCE OFFICER 08/2021 < 5%
BRIAN AND RUTH LEVY LIVING TRUST Domestic Entity – OWNER 08/2021 50-75%
MICHAEL R CLARK TRUST LIVING TRUST Domestic Entity – OWNER 01/2024 50-75%
LEVY, BRIAN, M Individual BRIAN AND RUTH LEVY LIVING TRUST OWNER 07/2015 50-75%
Levy, Ruth Individual BRIAN AND RUTH LEVY LIVING TRUST OWNER 07/2015 50-75%
Clark, Michael, Ray Individual MICHAEL R CLARK TRUST LIVING TRUST OWNER 01/2024 > 75%

No. Employees, Historic

20100202120222023202420259 on 9/2/20219 on 9/2/20219 on 10/1/20219 on 10/25/20219 on 10/25/20218 on 1/28/20228 on 2/23/20228 on 5/11/20228 on 6/21/20228 on 7/12/20228 on 7/14/20228 on 8/5/20228 on 8/12/20228 on 11/4/20229 on 2/13/20239 on 3/9/20239 on 3/15/20239 on 3/29/20239 on 5/10/20239 on 1/2/202420 on 3/29/2024

RAUM, Historic

400M200M0202120222023202420250 on 9/2/20210 on 9/2/20210 on 10/1/20210 on 10/25/20210 on 10/25/2021318111578 on 1/28/2022318111578 on 2/23/2022318111578 on 5/11/2022318111578 on 6/21/2022318111578 on 7/12/2022318111578 on 7/14/2022318111578 on 8/5/2022318111578 on 8/12/2022318111578 on 11/4/2022285104095 on 2/13/2023285104095 on 3/9/2023285104095 on 3/15/2023285104095 on 3/29/2023285104095 on 5/10/2023285104095 on 1/2/2024349279398 on 3/29/2024

No. Clients, Historic

2,0001,0000202120222023202420250 on 9/2/20210 on 9/2/20210 on 10/1/20210 on 10/25/20210 on 10/25/20211557 on 1/28/20221557 on 2/23/20221557 on 5/11/20221557 on 6/21/20221557 on 7/12/20221557 on 7/14/20221557 on 8/5/20221557 on 8/12/20221557 on 11/4/20221707 on 2/13/20231707 on 3/9/20231707 on 3/15/20231707 on 3/29/20231707 on 5/10/20231707 on 1/2/20241804 on 3/29/2024

Holdings

From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 258K 2K –
ALPHABET INC CAP STK CL A 349K 2K –
ALPHABET INC CAP STK CL C 356K 2K –
AMAZON COM INC COM 3M 13K –
APPLE INC COM 10M 48K –
AT&T INC COM 255K 13K –
BANK AMERICA CORP COM 262K 7K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 346K 851 –
BLACKROCK ETF TRUST US CARBON TRANS 835K 14K –
BLACKROCK ETF TRUST US EQT FACTOR 20M 432K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 2M 34K –
BOEING CO COM 2M 9K –
BROADCOM INC COM 1M 926 –
CLEVELAND-CLIFFS INC NEW COM 160K 10K –
COSTCO WHSL CORP NEW COM 524K 616 –
CSX CORP COM 252K 8K –
DBX ETF TR XTRACK MSCI EAFE 3M 70K –
DISNEY WALT CO COM 235K 2K –
FIRST FNDTN INC COM 68K 10K –
GOLDMAN SACHS ETF TR ACCESS INVT GR 544K 12K –
HOME DEPOT INC COM 526K 2K –
IRON MTN INC DEL COM 448K 5K –
ISHARES INC MSCI EMRG CHN 9M 151K –
ISHARES INC CORE MSCI EMKT 840K 16K –
ISHARES TR ESG AWR MSCI USA 2M 16K –
ISHARES TR SHRT NAT MUN ETF 365K 3K –
ISHARES TR AGGRES ALLOC ETF 460K 6K –
ISHARES TR INTL DIV GRWTH 385K 6K –
ISHARES TR MSCI KLD400 SOC 556K 5K –
ISHARES TR ROBOTICS ARTIF 282K 9K –
ISHARES TR US INFRASTRUC 3M 66K –
ISHARES TR CALIF MUN BD ETF 7M 130K –
ISHARES TR IBOXX INV CP ETF 696K 6K –
ISHARES TR US TREAS BD ETF 550K 24K –
ISHARES TR 10-20 YR TRS ETF 1M 11K –
ISHARES TR GLOBAL ENERG ETF 1M 26K –
ISHARES TR CORE MSCI EAFE 238K 3K –
ISHARES TR ESG MSCI USA ETF 524K 11K –
ISHARES TR MSCI USA VALUE 435K 4K –
ISHARES TR MSCI USA QLT FCT 5M 29K –
ISHARES TR S&P 500 VAL ETF 29M 158K –
ISHARES TR ESG EAFE ETF 264K 4K –
ISHARES TR U.S. TECH ETF 10M 70K –
ISHARES TR A RATE CP BD ETF 244K 5K –
ISHARES TR CORE TOTAL USD 13M 289K –
ISHARES TR S&P 500 GRWT ETF 45M 486K –
ISHARES TR EAFE GRWTH ETF 17M 164K –
ISHARES TR HDG MSCI EAFE 864K 24K –
ISHARES TR CORE DIV GRWTH 684K 12K –
ISHARES TR CORE S&P500 ETF 484K 884 –
ISHARES TR MBS ETF 3M 36K –
ISHARES TR JPMORGAN USD EMG 710K 8K –
ISHARES TR EAFE VALUE ETF 10M 190K –
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 15M 282K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 353K 6K –
JPMORGAN CHASE & CO. COM 259K 1K –
LAM RESEARCH CORP COM 461K 433 –
LOCKHEED MARTIN CORP COM 395K 846 –
MARRIOTT INTL INC NEW CL A 1M 6K –
MCDONALDS CORP COM 564K 2K –
META PLATFORMS INC CL A 284K 562 –
MICROSOFT CORP COM 3M 7K –
NVIDIA CORPORATION COM 2M 18K –
PROCTER AND GAMBLE CO COM 555K 3K –
PROLOGIS INC. COM 685K 6K –
ROCKWELL AUTOMATION INC COM 478K 2K –
ROSS STORES INC COM 381K 3K –
SEMPRA COM 847K 11K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 5M 133K –
SPDR S&P 500 ETF TR TR UNIT 269K 494 –
SPDR SER TR PRTFLO S&P500 HI 249K 6K –
SPDR SER TR BBG CONV SEC ETF 252K 3K –
SPDR SER TR PORTFOLIO LN TSR 2M 74K –
SPDR SER TR PORTFLI TIPS ETF 1M 44K –
SPDR SER TR PORTFOLIO S&P500 32M 498K –
TESLA INC COM 1M 7K –
UNITEDHEALTH GROUP INC COM 423K 830 –
VANGUARD INDEX FDS S&P 500 ETF SHS 255K 510 –
VANGUARD WORLD FD MEGA CAP INDEX 2M 11K –
VERIZON COMMUNICATIONS INC COM 203K 5K –
WALMART INC COM 315K 5K –