Kurtis DeSousa has been an investment adviser representative at West Wealth Group since October 2021, 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.
Kurtis DeSousa’s longest registration is the current one, 4 years at West Wealth Group since 2021. Before joining West Wealth Group in 2021, Kurtis DeSousa was registered through Cooper McManus.
- West Wealth Group, LLCCurrent– present · 4 yearsIrvine, CA · Adviser representative · Firm CRD 316644
- Cooper McManus– · under a yearIrvine, CA · Adviser representative · Firm CRD 111458
Investment adviser representative registrations
Kurtis DeSousa is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2021; the most recent is Texas, in April 2025.
- CaliforniaSince 29 October 2021
- TexasResidentSince 22 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 June 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kurtis Michael DeSousa
- CRD
- 7399811
- Firm
- West Wealth Group · CRD 316644
- Office
- 2 PARK PLAZA, SUITE 800, Irvine, CA 92614
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Kurtis DeSousa work?
Kurtis DeSousa is an investment adviser representative registered through West Wealth Group, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Kurtis DeSousa a financial advisor?
Yes. Kurtis DeSousa has a current investment-adviser registration in California and Texas, through West Wealth Group since October 2021.
How many years of experience does Kurtis DeSousa have?
Kurtis DeSousa has 5 years in the financial industry, since July 2021, across 2 adviser firms.
What exams has Kurtis DeSousa passed?
Kurtis DeSousa passed the Series 65 in June 2021.
Where is Kurtis DeSousa based?
Kurtis DeSousa’s registered office is in Irvine, CA.
Is Kurtis DeSousa registered with FINRA?
No. Kurtis DeSousa has no current broker registration.
How can I verify Kurtis DeSousa’s record?
Search CRD 7399811 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kurtis DeSousa’s full registration record.
