Wealth Financial Group West, Inc.
Wealth Financial Group West, Inc. (CRD# 324051) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $41,407,949 in 179 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management41MILLION
-
Total Number of Accounts179ACCOUNTS
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Average Account Value$231,329
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Wealth Financial Group West, Inc.
1
Tami Simpson (CRD# 5263487) is an Investment Advisor Representative working at Wealth Financial Group West, Inc. in Costa Mesa, CA and has over 16 years of experience in the finance industry.
2
Brock Butlett (CRD# 7584229) is an Investment Advisor Representative working at Wealth Financial Group West, Inc. in Costa Mesa, CA and has over 2 years of experience in the finance industry.
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