WEST WEALTH GROUP, LLC

WEST WEALTH GROUP, LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 316644). Regulatory assets under management: $616.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Corporations.

Officers, owners & control persons (7)

NameRoleLocation
Brian M LevyMANAGING MEMBER; OWNER
Michael Ray ClarkMANAGING MEMBER & CHIEF COMPLIANCE OFFICER; OWNER
Ruth LevyOWNER
CLARK MARK RAYMANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; OWNER
Levy Brian MMANAGING MEMBER; OWNER
Shirley NatalieCHIEF COMPLIANCE OFFICER
Levy RuthOWNER

More on this firm