West Wealth Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Irvine, CA. Its latest Form ADV filing, dated April 15, 2026, reports $617M in regulatory assets under management, 35 employees, 4 offices, and 2,746 accounts.
Assets Under Management
$617M
Employees
35
Offices
4 offices
Total Clients
2,746
Primary office
IRVINE, CA
2 PARK PLAZA, SUITE 800, IRVINE, CA, United States
Top client segmentIndividuals represent 96.5% of total clients.
Top client categories% of clientsClients
1
Individuals
96.5%
2,649
2
HNWI
3.2%
87
3
Charitable
0.2%
6
4
Corporations
0.1%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$617Mas of April 15, 2026
Discretionary100.0%
$617M
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$617M
Total Accounts2,746
10Y AUM Change+$617M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee78:1
10Y Employee Change+26 (+288.9%)
* 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.