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).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $111,085
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wealth Financial Group West, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Tami J. Simpson
CRD#: 5263487
650 Town Center Drive, Suite 860, Costa Mesa, CA 92626
96
Wealthminder
score

Tami Simpson (CRD# 5263487) is an Investment Advisor Representative working at Wealth Financial Group West, Inc. in Costa Mesa, CA and has over 9 years of experience in the finance industry. Tami Simpson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen C. Vignale
CRD#: 1951206
650 Town Center Drive, Suite 860, Costa Mesa, CA 92626
96
Wealthminder
score

Stephen Vignale (CRD# 1951206) is an Investment Advisor Representative working at Wealth Financial Group West, Inc. in Costa Mesa, CA and has over 25 years of experience in the finance industry. Stephen Vignale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Heather J. Stolte
CRD#: 6401999
650 Town Center Drive, Suite 860, Costa Mesa, CA 92626
75
Wealthminder
score

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.

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