Michael Moffat has been an investment adviser representative at West Wealth Group since July 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 yearRolling Meadows, IL · Adviser representative · Firm CRD 316644
Investment adviser representative registrations
Michael Moffat is registered as an investment adviser representative in Illinois, since July 2026.
- IllinoisSince 22 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8313572
- Firm
- West Wealth Group · CRD 316644
- Office
- Rolling Meadows, IL
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Moffat work?
Michael Moffat is an investment adviser representative registered through West Wealth Group, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Michael Moffat a financial advisor?
Yes. Michael Moffat has a current investment-adviser registration in Illinois, through West Wealth Group since July 2026.
How many years of experience does Michael Moffat have?
Michael Moffat has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Michael Moffat passed?
Michael Moffat passed the Series 65 in June 2026.
Where is Michael Moffat based?
Michael Moffat’s registered office is in Rolling Meadows, IL.
Is Michael Moffat registered with FINRA?
No. Michael Moffat has no current broker registration.
How can I verify Michael Moffat’s record?
Search CRD 8313572 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Moffat’s full registration record.
