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Building 2WEST WEALTH GROUP, LLC

Map pinIRVINE, CA
Phone949-682-9105
NotebookSEC #801-122438
Total AUM
$616.7M
Employees
35
Clients
2,746

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 PARK PLAZA
SUITE 800
IRVINE
CA 92614
United States
Operating Hours
BY APPT. ONLY
Monday - Friday
Phone
949-682-9105
Other Offices
4

ReceiptFinancials

Total AUM
$616.7M
Accounts
2,746
Discretionary
$616.7M
Accounts
2,746
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,649
AUM
$428.2M
HNW Individual Clients
87
AUM
$187.2M
Charitable Organization Clients
6
AUM
$223.8K
Corporation or Business Clients
4
AUM
$1.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLIDLAMOMTNVNYORPATNTXUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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