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WEST WEALTH GROUP, LLC
CRD 316644 · SEC 801-122438
2 PARK PLAZA, SUITE 800, IRVINE, CA, 92614, United States
Phone
949-682-9105
Fax
949-682-2105
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$616.7M
Discretionary AUM
$616.7M
Team
35 total employees; 13 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2649 | $428.2M |
| High net worth individuals | 87 | $187.2M |
| Charitable organizations | 6 | $224K |
| Corporations/business entities | 4 | $1.1M |
States served
AZ, CA, CO, ID, LA, MT, NV, NY, OR, PA, TN, UT, MO, WA, TX, CT, FL
All web addresses on file
- https://www.yelp.com/biz/bml-wealth-management-irvine
- https://www.yelp.com/biz/ensemble-wealth-management-irvine-2
- https://bmlwealth.net/10-point-checklist
- https://www.youtube.com/@financialcoachingwithmicha2153/about
- https://www.youtube.com/c/BMLWealthManagement
- https://x.com/g_yack?lang=fa
- https://www.theretirementfingerprint.com/
- https://www.instagram.com/britheretirementguy
- https://www.ensemblewm.com/
- https://www.linkedin.com/company/ensemblewm
- https://twitter.com/ensemblewm
- http://www.westwealthgroup.com/
- https://www.tiktok.com/@fincoachclark?_t=8ZO0WhX7PcU&_r=1
- https://bmlwealth.net/
- https://yackwealthmanagement.com/
- https://www.facebook.com/EnsembleWM
- https://www.theretirementfingerprint.com/get-started/
- https://www.yelp.com/biz/yack-wealth-management-indian-wells
- https://www.linkedin.com/in/garrettyack
- https://www.linkedin.com/company/bml-wealth-management
- https://www.instagram.com/bmlwealthmanagement
- https://twitter.com/BMLWealthMngmt
- https://www.facebook.com/BMLwealthmanagement
Official SEC filing: View on IAPD