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| West Wealth Group LLC
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|
|---|---|
| CRD # | 316644 |
| SEC # | 801-122438 |
| CIK # | 0001923591 |
| AUM | $285.1 MM (2023-03-29) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 949-682-9105 |
| Address | 2 Park Plaza Irvine, CA 92614 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.2 | |
| MSFT | 1,918,222.4 | 2.0 | |
| BA | 82,059.9 | 1.7 | |
| TSLA | 723,390.3 | 1.5 | |
| AMZN | 1,092,997.8 | 1.4 | |
| SRE | 47,526.0 | 0.8 | |
| MCD | 179,584.2 | 0.7 | |
| AVGO | 201,282.9 | 0.6 | |
| NVDA | 399,550.0 | 0.6 | |
| ROK | 22,977.9 | 0.5 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,622 | 154.7 |
| (b) Individuals (high net worth individuals) | 59 | 124.7 |
| (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 | 26 | 5.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,707 | 285.1 |
| By Discretionary | ||
| Discretionary | 1,707 | 285.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,707 | 285.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 285.1 | |
| Total | 1,707 | 285.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001923591] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Charlesworth & RUGG Inc
✚
|
CA | 0.3 |
|
Cape Investment Advisory Inc
✚
|
GA | 0.3 |
|
Capital Investment Advisors Inc
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|
DC | 0.3 |
|
Guidance Investment Advisors LLC
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|
IN | 0.3 |
|
Harbor Financial Group Inc
✚
|
CO | 0.3 |
|
Talis Advisory Services LLC
✚
|
TX | 0.3 |
|
Barnes Wealth Management Group Inc
✚
|
CA | 0.3 |
|
Hixon Zuercher LLC
✚
|
OH | 0.3 |
|
Arbor Capital Management Inc
✚
|
AK | 0.3 |
|
Stewardship Advisors LLC
✚
|
PA | 0.3 |