Wealth Financial Group West, Inc.
Wealth Financial Group West, Inc. (CRD# 142760) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $5,109,888 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts46ACCOUNTS
Average Account Value$111,085
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Heather Stolte (CRD# 6401999) is an Investment Advisor Representative working at Wealth Financial Group West, Inc. in Costa Mesa, CA and has 1 year of experience in the finance industry.