WEST WEALTH GROUP, LLC

CRD #316644 SEC #801-122438 IRVINE, CA 949-682-9105

SEC Registered

Total AUM

$472.1M

Discretionary

$472.1M

Employees

Clients

Accounts

2,273

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 21, 2025
Branch Offices: 4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Clark, Michael, Ray	I	MANAGING MEMBER	NA	Control
Clark, Michael, Ray	I	MANAGING MEMBER	NA	Control
Clark, Michael, Ray	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
Clark, Michael, Ray	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
Clark, Michael, Ray	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
Clark, Michael, Ray	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
Clark, Michael, Ray	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
LEVY, BRIAN, M	I	MANAGING MEMBER	NA	Control
LEVY, BRIAN, M	I	MANAGING MEMBER	NA	Control
LEVY, BRIAN, M	I	MANAGING MEMBER	NA	Control
LEVY, BRIAN, M	I	MANAGING MEMBER	NA	Control
LEVY, BRIAN, M	I	MANAGING MEMBER	NA	Control
LEVY, BRIAN, M	I	MANAGING MEMBER	NA	Control
LEVY, BRIAN, M	I	MANAGING MEMBER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
Shirley, Natalie	I	CHIEF COMPLIANCE OFFICER	NA	Control
BRIAN AND RUTH LEVY LIVING TRUST	DE	OWNER	D	Control
BRIAN AND RUTH LEVY LIVING TRUST	DE	OWNER	D	Control
BRIAN AND RUTH LEVY LIVING TRUST	DE	OWNER	D	Control
BRIAN AND RUTH LEVY LIVING TRUST	DE	OWNER	D	Control
BRIAN AND RUTH LEVY LIVING TRUST	DE	OWNER	D	Control
BRIAN AND RUTH LEVY LIVING TRUST	DE	OWNER	D	Control
BRIAN AND RUTH LEVY LIVING TRUST	DE	OWNER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Clark, Michael, Ray	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
Levy, Brian, M	I	MANAGING MEMBER	D	Control
MICHAEL R CLARK TRUST LIVING TRUST	DE	OWNER	D	Control
MICHAEL R CLARK TRUST LIVING TRUST	DE	OWNER	D	Control
MICHAEL R CLARK TRUST LIVING TRUST	DE	OWNER	D	Control
MICHAEL R CLARK TRUST LIVING TRUST	DE	OWNER	D	Control
MICHAEL R CLARK TRUST LIVING TRUST	DE	OWNER	D	Control
MICHAEL R CLARK TRUST LIVING TRUST	DE	OWNER	D	Control
MICHAEL R CLARK TRUST LIVING TRUST	DE	OWNER	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
Clark, Michael, Ray	I	MICHAEL R CLARK TRUST LIVING TRUST	E	Control
Clark, Michael, Ray	I	MICHAEL R CLARK TRUST LIVING TRUST	E	Control
Clark, Michael, Ray	I	MICHAEL R CLARK TRUST LIVING TRUST	E	Control
LEVY, BRIAN, M	I	BRIAN AND RUTH LEVY LIVING TRUST	D	Control
LEVY, BRIAN, M	I	BRIAN AND RUTH LEVY LIVING TRUST	D	Control
LEVY, BRIAN, M	I	BRIAN AND RUTH LEVY LIVING TRUST	D	Control
Levy, Ruth	I	BRIAN AND RUTH LEVY LIVING TRUST	D	Control
Levy, Ruth	I	BRIAN AND RUTH LEVY LIVING TRUST	D	Control
Levy, Ruth	I	BRIAN AND RUTH LEVY LIVING TRUST	D	Control

Registrations

Federal

May 21, 2025 REGISTERED

Notice Filings (16)

AZ CA CO CT FL ID LA MO MT NV NY OR PA TX UT WA

Address

2 PARK PLAZA
SUITE 800
IRVINE, CA 92614
United States

Phone: 949-682-9105