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West Wealth Group, LLC

Headquartered in IRVINE, CA

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Firm Information

West Wealth Group, LLC is a financial advisory firm located in Irvine, CA. The firm provides financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, pension plans, and other clients. The firm has over $349 million in assets under management and is registered with the SEC.

West Wealth Group, LLC

2 PARK PLAZA

IRVINE, CA 92614

$349.28M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

WEST WEALTH GROUP, LLC has a total of 3 branch locations across the country.

Advisors at West Wealth Group, LLC

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Disclosures

There are no public disclosures for West Wealth Group, LLC.

Frequently Asked Questions (9)

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