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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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