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Richard Barrett Mangus

West Wealth Group, LLC

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About Richard Barrett Mangus

Richard Mangus is an Investment Advisor Representative at West Wealth Group, LLC, a firm headquartered in Irvine, CA. Richard has been a registered investment advisor since 2012 and has over 10 years of experience in the financial services industry. Richard is licensed to offer advisory services in California and has a Series 65 license, which is a requirement for investment advisor representatives in California. Richard is committed to providing his clients with the highest level of service and personalized financial advice.

Firm Information

Richard Mangus is currently registered with West Wealth Group, LLC. 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.

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Richard Mangus’s Registration & Firm History

CA

10/26/2021 - Present

West Wealth Group, LLC (IRVINE CA)

CA

08/15/2012 - 02/21/2019

HD VEST INVESTMENT SERVICES (BERMUDA DUNES CA)

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Licenses & Designations

IA

Issued 12/11/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Barrett Mangus.
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