# WEST WEALTH GROUP, LLC

WEST WEALTH GROUP, LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 316644
- Type: SEC-registered investment adviser
- SEC file number: 801-122438
- Location: 2 PARK PLAZA, SUITE 800, IRVINE, CA, 92614
- Phone: 949-682-9105
- Latest filing: 2026-07-22
- Regulatory AUM: $616.7M
- Discretionary AUM: $616.7M
- Clients: 35
- Accounts: 2,746

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Corporations

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Brian M Levy | MANAGING MEMBER; OWNER | — |
| Michael Ray Clark | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; OWNER | — |
| Ruth Levy | OWNER | — |
| CLARK MARK RAY | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; OWNER | — |
| Levy Brian M | MANAGING MEMBER; OWNER | — |
| Shirley Natalie | CHIEF COMPLIANCE OFFICER | — |
| Levy Ruth | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316644/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316644/similar
- Related entities: https://search.stillhousedata.com/firm/316644/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316644

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.