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| Happy Holidays!! thanks for using AUM13F!! |
| West Wealth Group LLC
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| CRD # | 316644 |
| SEC # | 801-122438 |
| CIK # | 0001923591 |
| AUM | $472.1 M (2025-05-21) |
| Employees | 27 (33% Investors, 0% Brokers) |
| Phone | 949-682-9105 |
| Address | 2 Park Plaza Irvine, CA 92614 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 15.6 | ||
| Apple Inc | 11.8 | ||
| Microsoft Corp | 4.9 | ||
| Nvidia Corp | 4.8 | ||
| Broadcom Inc | 3.5 | ||
| iShares Comex Gold Trust | 3.3 | ||
| Amazon Com Inc | 3.0 | ||
| Tesla Motors Inc | 1.9 | ||
| Boeing Co | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,133 | 199.3 |
| (b) Individuals (high net worth individuals) | 116 | 255.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 8.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,273 | 472.1 |
| By Discretionary | ||
| Discretionary | 2,273 | 472.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,273 | 472.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 472.1 | |
| Total | 2,273 | 472.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001923591] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Investment Management Inc
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|
MO | 0.5 |
|
Paradigm Wealth Management LLC
✚
|
OH | 0.5 |
|
The Strategic Financial Alliance Inc
✚
|
GA | 0.5 |
|
Edgerock Capital LLC
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|
CO | 0.5 |
|
Paradigm Wealth Advisory LLC
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|
NJ | 0.5 |
|
Brite Advisors USA Inc
✚
|
NY | 0.5 |
|
Peirce Park Group Inc
✚
|
PA | 0.5 |
|
Ategenos Capital LLC
✚
|
PA | 0.5 |
|
New Capital Management LP
✚
|
TX | 0.5 |
|
White Pine Investment Company
✚
|
MI | 0.5 |