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
650 Town Center Dr Ste 920, Costa Mesa, CA 92626
https://www.wealthfinancialgroupwest.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Wealth Financial Group West, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Tami Simpson, financial advisor Costa Mesa CA
Tami J. Simpson
CRD#: 5263487
650 Town Center Dr Ste 920, Costa Mesa, CA 92626

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.

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.

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