Gregory Stevenson has been an investment adviser representative at West Wealth Group since April 2026, and is not listed among the firm’s executive officers or direct owners.
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.
- West Wealth Group, LLCCurrent– present · under a yearIrvine, CA · Adviser representative · Firm CRD 316644
Investment adviser representative registrations
Gregory Stevenson is registered as an investment adviser representative in California, as a resident of California, since April 2026.
- CaliforniaResidentSince 2 April 2026
Examinations
No examinations are on Gregory Stevenson’s record.
- CRD
- 8242996
- Firm
- West Wealth Group · CRD 316644
- Office
- 2 PARK PLAZA, SUITE 800, Irvine, CA 92614
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Gregory Stevenson work?
Gregory Stevenson is an investment adviser representative registered through West Wealth Group, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Stevenson a financial advisor?
Yes. Gregory Stevenson has a current investment-adviser registration in California, through West Wealth Group since April 2026.
How many years of experience does Gregory Stevenson have?
Gregory Stevenson has 0 years in the financial industry, since April 2026, across 1 adviser firm.
Where is Gregory Stevenson based?
Gregory Stevenson’s registered office is in Irvine, CA.
Is Gregory Stevenson registered with FINRA?
No. Gregory Stevenson has no current broker registration.
How can I verify Gregory Stevenson’s record?
Search CRD 8242996 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Stevenson’s full registration record.
