Overview
Assets Under Management: $107 million
Headquarters: TUSTIN, CA
High-Net-Worth Clients: 25
Average Client Assets: $4 million
Frequently Asked Questions
21 WEST WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304532), 21 WEST WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
21 WEST WEALTH MANAGEMENT LLC is headquartered in TUSTIN, CA.
21 WEST WEALTH MANAGEMENT LLC serves 25 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, 21 WEST WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
21 WEST WEALTH MANAGEMENT LLC manages $107 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, 21 WEST WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 73
Discretionary Accounts: 73
Regulatory Filings
CRD Number: 304532
Last Filing Date: 2025-02-03 00:00:00
Website: https://21westwm.com