West Wealth Group, LLC

West Wealth Group, LLC (CRD# 316644) is a financial advisory firm headquartered in Irvine, CA. They manage $349,279,398 in 1,804 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
2 Park Plaza, Suite 280, Irvine, CA 92614
https://www.tiktok.com/@fincoachclark?_t=8zo0whx7pcu
By the Numbers
  • Total Assets Under Management
    349
    MILLION
  • Total Number of Accounts
    1,804
    ACCOUNTS
  • Average Account Value
    $193,614
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, LA, MO, MT, NV, OR, PA, TX, WA

Financial Advisors at West Wealth Group, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Shane Brosnan, financial advisor Irvine CA
Shane P. Brosnan
CRD#: 2694795
2 Park Plaza, Suite 280, Irvine, CA 92614

Shane Brosnan (CRD# 2694795) is an Investment Advisor Representative working at West Wealth Group, LLC in Irvine, CA and has over 28 years of experience in the finance industry.

2
Michael Clark, financial advisor Irvine CA
Michael R. Clark
CRD#: 2389845
2 Park Plaza, Suite 280, Irvine, CA 92614

Michael Clark (CRD# 2389845) is an Investment Advisor Representative working at West Wealth Group, LLC in Irvine, CA and has over 30 years of experience in the finance industry.

3
Rudy Dahbura, financial advisor Indian Wells CA
Rudy Dahbura
CRD#: 6188029
74-760 Highway 111, Ste. 202, Indian Wells, CA 92210

Rudy Dahbura (CRD# 6188029) is an Investment Advisor Representative working at West Wealth Group, LLC in Indian Wells, CA and has over 10 years of experience in the finance industry.

4
Brian Levy, financial advisor Irvine CA
Brian M. Levy
CRD#: 5236788
2 Park Plaza, Suite 280, Irvine, CA 92614

Brian Levy (CRD# 5236788) is an Investment Advisor Representative working at West Wealth Group, LLC in Irvine, CA and has over 14 years of experience in the finance industry.

5
Richard Mangus, financial advisor Irvine CA
Richard B. Mangus
CRD#: 6089952
2 Park Plaza, Suite 280, Irvine, CA 92614

Richard Mangus (CRD# 6089952) is an Investment Advisor Representative working at West Wealth Group, LLC in Irvine, CA and has over 11 years of experience in the finance industry.

6
Anthony Serrano, financial advisor Irvine CA
Anthony J. Serrano
CRD#: 6360722
2 Park Plaza, Suite 280, Irvine, CA 92614

Anthony Serrano (CRD# 6360722) is an Investment Advisor Representative working at West Wealth Group, LLC in Irvine, CA and has over 6 years of experience in the finance industry.

7
Garrett Yack, financial advisor Indian Wells CA
Garrett T. Yack
CRD#: 6225806
74-785 Highway 111, Suite 211, Indian Wells, CA 92210

Garrett Yack (CRD# 6225806) is an Investment Advisor Representative working at West Wealth Group, LLC in Indian Wells, CA and has over 10 years of experience in the finance industry.

8
Kurtis Desousa, financial advisor Irvine CA
Kurtis M. Desousa
CRD#: 7399811
2 Park Plaza, Suite 280, Irvine, CA 92614

Kurtis Desousa (CRD# 7399811) is an Investment Advisor Representative working at West Wealth Group, LLC in Irvine, CA and has over 2 years of experience in the finance industry.

9
Jordan Lisnock, financial advisor Irvine CA
Jordan A. Lisnock
CRD#: 6698513
2 Park Plaza, Suite 280, Irvine, CA 92614

Jordan Lisnock (CRD# 6698513) is an Investment Advisor Representative working at West Wealth Group, LLC in Irvine, CA and has 1 year 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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