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- 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
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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
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 | Q2 2026
Review the latest reported holdings
21 West Wealth Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.