21 West Wealth Management LLC

21 West Wealth Management LLC (CRD# 304532) is a financial advisory firm headquartered in Tustin, CA. They manage $96,307,664 in 73 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2522 Chambers Road, Suite 100, Tustin, CA 92780
https://www.linkedin.com/company/21westwm/
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $1,319,283
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at 21 West Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sara Lovell, financial advisor Tustin CA
Sara F. Lovell
CRD#: 5326656
2522 Chambers Road, Suite 100, Tustin, CA 92780

Sara Lovell (CRD# 5326656) is an Investment Advisor Representative working at 21 West Wealth Management LLC in Tustin, CA and has over 13 years of experience in the finance industry.

2
Michael Silane, financial advisor Irvine CA
Michael F. Silane
CRD#: 7134524
4000 Barranca Parkway, Suite 250, Irvine, CA 92604

Michael Silane (CRD# 7134524) is an Investment Advisor Representative working at 21 West Wealth Management LLC in Irvine, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals