Brian Levy has been Managing Member of West Wealth Group since August 2021, is a control person of the firm and directly owns under 5% of it. Brian Levy holds a Bachelor's degree in Business Economics from the University of California, Santa Barbara.
West Wealth Group, LLC is an Irvine, CA firm with $617M under management, 2,746 clients and 13 advisers across 6 offices, as of its September 2026 filing.
Brian Levy is Founder of BML Wealth Management. He works with clients planning for retirement, including on asset protection strategies, long-term care, inheritance planning and IRA rollovers.
Brian Levy’s longest registration was 12 years at Cooper McManus (2009–2021). Before joining West Wealth Group in 2021, Brian Levy was registered through Cooper McManus.
- West Wealth Group, LLCCurrent– present · 5 yearsIrvine, CA · Adviser representative · Firm CRD 316644
- Cooper McManus– · 12 yearsIrvine, CA · Adviser representative · Firm CRD 111458
Investment adviser representative registrations
Brian Levy is registered as an investment adviser representative in 3 states. Each was approved in October 2021.
- CaliforniaSince 5 October 2021
- LouisianaSince 6 October 2021
- TexasSince 5 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 September 2009 |
| Series 7 | General Securities Representative Examination | 24 February 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian M Levy
- CRD
- 5236788
- Firm
- West Wealth Group · CRD 316644
- Role
- Managing Member
- Office
- 2 PARK PLAZA, SUITE 800, Irvine, CA 92614
- Registration
- Investment adviser registration
- In the industry since
- February 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bmlwealth.net
Where does Brian Levy work?
Brian Levy has been Managing Member of West Wealth Group, LLC since August 2021, and is a control person of the firm.
Is Brian Levy a financial advisor?
Yes. Brian Levy has a current investment-adviser registration in California, Louisiana and Texas, through West Wealth Group since October 2021.
How many years of experience does Brian Levy have?
Brian Levy has 17 years in the financial industry, since February 2009, across 2 adviser firms.
What exams has Brian Levy passed?
Brian Levy has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2009. FINRA credited Brian Levy with the SIE, which began in October 2018.
Where is Brian Levy based?
Brian Levy’s registered office is in Irvine, CA.
Is Brian Levy registered with FINRA?
No. Brian Levy has no current broker registration.
How can I verify Brian Levy’s record?
Search CRD 5236788 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Levy’s full registration record.