WEST WEALTH GROUP, LLC
CRD #316644 SEC #801-122438 IRVINE, CA 949-682-9105
SEC Registered
Total AUM
$472.1M
Discretionary
$472.1M
Employees
27
Clients
0
Accounts
2,273
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $472.1M | $472.1M | $0 | 27 | 0 |
| Apr 2025 | $472.1M | $472.1M | $0 | 27 | 0 |
| Mar 2025 | $472.1M | $472.1M | $0 | 27 | 0 |
| Jul 2024 | $349.3M | $349.3M | $0 | 20 | 0 |
| Apr 2024 | $349.3M | $349.3M | $0 | 20 | 0 |
| Mar 2024 | $349.3M | $349.3M | $0 | 20 | 0 |
| Jan 2024 | $285.1M | $285.1M | $0 | 9 | 1 |
| May 2023 | $285.1M | $285.1M | $0 | 9 | 1 |
| Mar 2023 | $285.1M | $285.1M | $0 | 9 | 1 |
| Mar 2023 | $285.1M | $285.1M | $0 | 9 | 1 |
| Mar 2023 | $285.1M | $285.1M | $0 | 9 | 1 |
| Feb 2023 | $285.1M | $285.1M | $0 | 9 | 1 |
| Nov 2022 | $318.1M | $318.1M | $0 | 8 | 0 |
| Aug 2022 | $318.1M | $318.1M | $0 | 8 | 0 |
| Aug 2022 | $318.1M | $318.1M | $0 | 8 | 0 |
| Jul 2022 | $318.1M | $318.1M | $0 | 8 | 0 |
| Jul 2022 | $318.1M | $318.1M | $0 | 8 | 0 |
| Jun 2022 | $318.1M | $318.1M | $0 | 8 | 0 |
| May 2022 | $318.1M | $318.1M | $0 | 8 | 0 |
| Feb 2022 | $318.1M | $318.1M | $0 | 8 | 0 |
| Jan 2022 | $318.1M | $318.1M | $0 | 8 | 0 |
| Oct 2021 | $0 | $0 | $0 | 9 | 0 |
| Oct 2021 | $0 | $0 | $0 | 9 | 0 |
| Sep 2021 | $0 | $0 | $0 | 9 | 0 |
DateMay 2025
Total AUM$472.1M
Discretionary$472.1M
Non-Disc.$0
Employees27
Clients0
DateApr 2025
Total AUM$472.1M
Discretionary$472.1M
Non-Disc.$0
Employees27
Clients0
DateMar 2025
Total AUM$472.1M
Discretionary$472.1M
Non-Disc.$0
Employees27
Clients0
DateJul 2024
Total AUM$349.3M
Discretionary$349.3M
Non-Disc.$0
Employees20
Clients0
DateApr 2024
Total AUM$349.3M
Discretionary$349.3M
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$349.3M
Discretionary$349.3M
Non-Disc.$0
Employees20
Clients0
DateJan 2024
Total AUM$285.1M
Discretionary$285.1M
Non-Disc.$0
Employees9
Clients1
DateMay 2023
Total AUM$285.1M
Discretionary$285.1M
Non-Disc.$0
Employees9
Clients1
DateMar 2023
Total AUM$285.1M
Discretionary$285.1M
Non-Disc.$0
Employees9
Clients1
DateMar 2023
Total AUM$285.1M
Discretionary$285.1M
Non-Disc.$0
Employees9
Clients1
DateMar 2023
Total AUM$285.1M
Discretionary$285.1M
Non-Disc.$0
Employees9
Clients1
DateFeb 2023
Total AUM$285.1M
Discretionary$285.1M
Non-Disc.$0
Employees9
Clients1
DateNov 2022
Total AUM$318.1M
Discretionary$318.1M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$318.1M
Discretionary$318.1M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$318.1M
Discretionary$318.1M
Non-Disc.$0
Employees8
Clients0
DateJul 2022
Total AUM$318.1M
Discretionary$318.1M
Non-Disc.$0
Employees8
Clients0
DateJul 2022
Total AUM$318.1M
Discretionary$318.1M
Non-Disc.$0
Employees8
Clients0
DateJun 2022
Total AUM$318.1M
Discretionary$318.1M
Non-Disc.$0
Employees8
Clients0
DateMay 2022
Total AUM$318.1M
Discretionary$318.1M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$318.1M
Discretionary$318.1M
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$318.1M
Discretionary$318.1M
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0