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WEST WEALTH GROUP, LLC

Tel: 949-682-9105
2 Park Plaza
Suite 280
Irvine, California  92614

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WEST WEALTH GROUP, LLC

WEST WEALTH GROUP, LLC is a Irvine, California based financial advisory firm with nearly $349,279,398 in assets under management and provides investment advisory services for 1804 clients. There are currently 20 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

316644

SEC#:

801-122438

No. of Clients:

1804

Assets under Management

$349,279,398

No. of Advisors:

20

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