21 West Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tustin, CA. Its latest Form ADV filing, dated February 10, 2026, reports $129M in regulatory assets under management, 2 employees, and 79 accounts.
Assets Under Management
$137M
Employees
2
Offices
--
Total Clients
35
Primary office
TUSTIN, CA
2522 CHAMBERS ROAD, SUITE 100, TUSTIN, CA, United States
Top client segmentHNWI represent 82.9% of total clients.
Top client categories% of clientsClients
1
HNWI
82.9%
29
2
Individuals
17.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$137Mas of June 30, 2026
Discretionary100.0%
$137M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$137M
Total Accounts83
10Y AUM Change+$30M (+28.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee18:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.