CRD: 324051
Wealth Financial Group West, Inc.
$21.7M Total AUM
$21.7M Disc. AUM
-- 3Y CAGR
4 Employees
210 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-16-2022
- Office Locations
- 1
Office Locations
650 Town Center DR STE 920 Costa Mesa CA
About Wealth Financial Group West, Inc.
Wealth Financial Group West is a Costa Mesa, CA fiduciary RIA offering investment management and holistic planning across retirement, estate, tax, and insurance needs. The firm supports individuals and entrepreneurs with diversified, risk-managed portfolios using public funds and ETFs. Custodies with Charles Schwab and uses Envestnet for implementation.
Team overview
66 AVG AGE
$10.9M AVG AUM / ADVISOR
$103.4K AVG AUM / CLIENT
3.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
Available
Owner & Executives
TAMI J. SIMPSON
Chief Compliance Officer, President
- CRD
- #5263487
- Ownership
- Less than 5%
Available
Available
Available
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Brock Michael Butlett
Chief Operating Officer
- CRD
- #7584229
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,703,820 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,703,820 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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