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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2021
- Office Locations
- 6
Office Locations
About West Wealth Group, LLC
West Wealth Group, LLC is a full-service RIA serving retail and institutional clients, based in Irvine, CA with multiple offices. The team provides discretionary portfolio management plus comprehensive planning, including retirement, tax and estate planning, and insurance/legacy strategies. Investment implementation spans mutual funds and ETFs and, where appropriate, alternatives such as private equity, real estate and private placements. Primary custodian: Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Michael Ray Clark
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #2389845
- Ownership
- Less than 5%
BRIAN M LEVY
Founder, Managing Member
- CRD
- #5236788
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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David James Adams
--
- CRD
- #7927312
Shane Patrick Brosnan
Senior Advisor
- CRD
- #2694795
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $616,733,224 | $224,593 |
| Non-Discretionary | $0 | -- |
| Total | $616,733,224 | $224,593 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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