# WEALTH FINANCIAL GROUP WEST, INC.

WEALTH FINANCIAL GROUP WEST, INC. of COSTA MESA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 324051
- Type: SEC-registered investment adviser
- Location: 650 TOWN CENTER DR STE 920, COSTA MESA, CA, 92626
- Phone: 714-617-4394
- Latest filing: 2026-03-23
- Regulatory AUM: $21.7M
- Discretionary AUM: $21.7M
- Clients: 4
- Accounts: 98

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324051/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324051/similar
- Related entities: https://search.stillhousedata.com/firm/324051/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324051

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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.