21 West Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
21 West Wealth Management reports 35 clients. They include 29 high-net-worth individuals and 6 individual clients. Of its assets, 100.0% ($137M across 83 accounts) are managed with discretion. Of its clients, 14% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 17% | 2% |
| High-net-worth individuals | 83% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 6 | $3.41M | 2.5% | $569K |
| High-net-worth individuals | 29 | $134M | 97.5% | $4.61M |
| Total | 35 | $137M | 100% | $3.92M |
- Clients
- 6
- Regulatory AUM
- $3.41M
- AUM share
- 2.5%
- Avg. per client
- $569K
- Clients
- 29
- Regulatory AUM
- $134M
- AUM share
- 97.5%
- Avg. per client
- $4.61M
Total
- Clients
- 35
- Regulatory AUM
- $137M
- AUM share
- 100%
- Avg. per client
- $3.92M
- Clients outside the U.S.
- 14%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
21 West Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- 401(k) plan 3(38) services
- ERISA 3(38) investment management of plan assets: annual fee of 0.50% on the first $20 million and 0.25% above, billed quarterly or monthly in arrears.
- Cash balance plan 3(38) services
- ERISA 3(38) investment management of plan assets: annual fee of 1.00% on the first $2 million, 0.75% to $7 million, 0.50% to $12 million and 0.25% above, billed quarterly or monthly in arrears.
Michael Silane owns 50% to 75% of 21 West Wealth Management. The leadership team of 21 West Wealth Management includes Chief Compliance Officer Sara Lovell. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of 21 West Wealth Management LLC
Michael Silane
Control person · since June 2019
- Owns 25% to 50% of 21 West Wealth Management LLC
Sara Lovell
Control person · since July 2020
21 West Wealth Management’s regulatory assets grew from $107M (February 2025) to $137M (June 2026); clients rose from 31 to 35 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $137M | 35 | 2 | 1 |
| Feb 2025February 2025 | $107M | 31 | 2 | 1 |
Besides its headquarters, 21 West Wealth Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 2522 Chambers Road, Suite 100, TustinHQ
Contact and registration details
- Legal name
- 21 West Wealth Management LLC
- Headquarters
- 2522 Chambers Road, Suite 100, Tustin, CA 92780
- Website
- 21westwm.com
- Phone
- 949-774-2121
- SEC file
- 801-132023
- Structure
- California LLC
- Fiscal year end
- December
21 West Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($107M). 21 West Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $107M100%
At year end, 21 West Wealth Management’s separately managed accounts were mostly in funds (79%) and stocks (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $117M across 65 positions; the largest are Vanguard Index Fds (7.3%), J P Morgan Exchange Traded F (6.9%) and iShares TR (5.3%).
What the accounts hold
- Stocks16%
- Funds79%
- Bonds1%
- Cash1%
- Other3%
- Derivatives3%
How many clients does 21 West Wealth Management have?
21 West Wealth Management has 35 clients and manages $137 million for them, as of June 2026. They include 29 high-net-worth individuals and 6 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026
What services does 21 West Wealth Management offer?
21 West Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does 21 West Wealth Management use?
21 West Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $107M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026
How many financial advisors does 21 West Wealth Management have?
21 West Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does 21 West Wealth Management invest in?
At the end of its last fiscal year, 21 West Wealth Management’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 3% derivatives, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns 21 West Wealth Management?
21 West Wealth Management’s direct owners are Michael Silane (50% to 75%) and Sara Lovell (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026
How does 21 West Wealth Management get paid?
21 West Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact 21 West Wealth Management?
21 West Wealth Management’s main office is at 2522 Chambers Road, Suite 100, Tustin, CA 92780. Its phone number is 949-774-2121. Its website is 21westwm.com.
