Lauren Gershen has been an investment adviser representative at West Wealth Group since December 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.
Lauren Gershen’s longest registration is the current one, 4 years at West Wealth Group since 2021. Before joining West Wealth Group in 2021, Lauren Gershen was registered through Cooper McManus.
- West Wealth Group, LLCCurrent– present · 4 yearsLa Quinta, CA · Adviser representative · Firm CRD 316644
- Cooper McManus– · 4 yearsLa Quinta, CA · Adviser representative · Firm CRD 111458
Investment adviser representative registrations
Lauren Gershen is registered as an investment adviser representative in California, as a resident of California, since December 2021.
- CaliforniaResidentSince 15 December 2021
Examinations
No examinations are on Lauren Gershen’s record.
- Full name
- Lauren Vera Gershen
- CRD
- 6854996
- Firm
- West Wealth Group · CRD 316644
- Office
- La Quinta, CA
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Lauren Gershen work?
Lauren Gershen is an investment adviser representative registered through West Wealth Group, LLC since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Lauren Gershen a financial advisor?
Yes. Lauren Gershen has a current investment-adviser registration in California, through West Wealth Group since December 2021.
How many years of experience does Lauren Gershen have?
Lauren Gershen has 9 years in the financial industry, since October 2017, across 2 adviser firms.
Where did Lauren Gershen work before West Wealth Group?
Before West Wealth Group, Lauren Gershen was registered through Cooper McManus, October 2017 to December 2021.
Where is Lauren Gershen based?
Lauren Gershen’s registered office is in La Quinta, CA.
Is Lauren Gershen registered with FINRA?
No. Lauren Gershen has no current broker registration.
How can I verify Lauren Gershen’s record?
Search CRD 6854996 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lauren Gershen’s full registration record.
