This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-25-2019
- Office Locations
- 1
Office Locations
About 21 West Wealth Management LLC
21 West Wealth Management is a Tustin, CA registered investment adviser providing fee-only financial planning and portfolio management for individuals and families. The firm builds globally diversified, multi-asset portfolios informed by a full balance-sheet review (assets, liabilities, cash needs) and emphasizes risk management and behavioral coaching. Operates as a fiduciary with transparent fees and no commissions or proprietary fund incentives; custody includes Schwab.
Reported data analysis
What the numbers show
Between February 3, 2025 and June 30, 2026, reported AUM increased 28.2%, from $106.9M to $137.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 35 clients, or 17.5 clients per representative. That equates to $3.9M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review 21 West Wealth Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
Unlock the underlying categories and values
The full 21 West Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Michael Francis Silane
Founder, Managing Member, Managing Partner
- CRD
- #7134524
- Ownership
- 50% but less than 75%
SARA FAYE LOVELL
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #5326656
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,054,526 | $1,651,259 |
| Non-Discretionary | $0 | -- |
| Total | $137,054,526 | $1,651,259 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
21 West Wealth Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
21 West Wealth Management LLC's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.