RIA Intelligence

21 WEST WEALTH MANAGEMENT LLC

CRD #304532 SEC #801-132023 TUSTIN, CA 949-774-2121
SEC Registered
Total AUM
$106.9M
Discretionary
$106.9M
Employees
2
Clients
0
Accounts
73

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Silane, Michael, FrancisIMANAGING MEMBERD Control
Silane, Michael, FrancisIMANAGING MEMBERD Control
LOVELL, SARA, FAYEIMANAGING MEMBER, AND CHIEF COMPLIANCE OFFICERC Control
LOVELL, SARA, FAYEIMANAGING MEMBER, AND CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Feb 3, 2025 REGISTERED

Notice Filings (2)

CA TX

Address

2522 CHAMBERS ROAD
SUITE 100
TUSTIN, CA 92780
United States
Phone: 949-774-2121