Be advised. This firm is no longer registered.

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 - 1 of 1 top financial advisors.
1
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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