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| West Wealth Group LLC
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|---|---|
| CRD # | 316644 |
| SEC # | 801-122438 |
| CIK # | 0001923591 |
| AUM | 616.7 M (2026-05-18) |
| Employees | 35 (37% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 949-682-9105 |
| Address | 2 Park Plaza Irvine, CA 92614 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 19.2 | ||
| Apple Inc | 14.2 | ||
| Nvidia Corp | 6.6 | ||
| Broadcom Inc | 3.9 | ||
| Microsoft Corp | 3.7 | ||
| Amazon Com Inc | 3.0 | ||
| iShares Comex Gold Trust | 2.5 | ||
| Tesla Motors Inc | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,649 | 428.2 |
| (b) Individuals (high net worth individuals) | 87 | 187.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,746 | 616.7 |
| By Discretionary | ||
| Discretionary | 2,746 | 616.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,746 | 616.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 616.7 | |
| Total | 2,746 | 616.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001923591] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sovereign Wealth Advisors LLC
✚
|
TX | 625.1 M |
|
Hapanowicz & Associates Financial Services Inc
✚
|
PA | 622.3 M |
|
Capital Planning LLC
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|
WA | 617.7 M |
|
Clear Wave Wealth Management LLC
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|
NJ | 617.0 M |
|
Greenbush Financial Group LLC
✚
|
NY | 616.5 M |
|
Hiltop Partners LLC
✚
|
IN | 616.4 M |
|
Catalina Capital Group LLC
✚
|
CA | 616.3 M |
|
Darwin Wealth Management LLC
✚
|
FL | 614.5 M |
|
Weinand Financial Inc
✚
|
WA | 610.4 M |
|
Wise Planning Inc
✚
|
610.3 M |