West Wealth Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, and educational seminars.
West Wealth Group reports 2,746 clients. They include 2,649 individual clients, 87 high-net-worth individuals and 6 charitable organizations. Of its assets, 100.0% ($617M across 2,746 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 96% | 69% |
| High-net-worth individuals | 3% | 30% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,649 | $428M | 69.4% | $162K |
| High-net-worth individuals | 87 | $187M | 30.3% | $2.15M |
| Charitable organizations | 6 | $224K | 0.0% | $37.3K |
| Corporations and other businesses | Fewer than 5 | $1.12M | 0.2% | $279K |
| Total | 2,746 | $617M | 100% | — |
- Clients
- 2,649
- Regulatory AUM
- $428M
- AUM share
- 69.4%
- Avg. per client
- $162K
- Clients
- 87
- Regulatory AUM
- $187M
- AUM share
- 30.3%
- Avg. per client
- $2.15M
- Clients
- 6
- Regulatory AUM
- $224K
- AUM share
- 0.0%
- Avg. per client
- $37.3K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.12M
- AUM share
- 0.2%
- Avg. per client
- $279K
Total
- Clients
- 2,746
- Regulatory AUM
- $617M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
West Wealth Group charges 0.75%–1.50% a year for its Asset Management Fee Schedule. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Hourly Consulting
- Negotiable hourly fee of up to $500 per hour for consulting services.
- Standalone Financial Planning
- For clients without asset management services, a negotiable fee between $2,500 and $20,000; 50% deposit due at signing.
Brian and Ruth Levy Living Trust owns 50% to 75% of West Wealth Group and is in turn owned by Brian Levy (50–75%) and Ruth Levy (50–75%). The leadership team of West Wealth Group includes Chief Compliance Officer Michael Clark. It has 35 employees, 13 of them in advisory roles.
Leadership
- Michael ClarkManaging Member & Chief Compliance Officer
Brian LevyManaging Member
Investment adviser representatives
20 representatives listed in the SEC register as of 9 October 2026.
Staff
- 35 employees
- 13 in advisory functions
- 14 state-registered reps
- 13 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of West Wealth Group, LLC
Brian and Ruth Levy Living Trust
Control person · since August 2021
- Owns 50% to 75% of Brian and Ruth Levy Living Trust
Brian Levy
Control person · since July 2015
- Owns 50% to 75% of Brian and Ruth Levy Living Trust
Ruth Levy
Control person · since July 2015
- Owns 50% to 75% of West Wealth Group, LLC
Michael R Clark Trust Living Trust
Control person · since January 2024
- Owns 75% or more of Michael R Clark Trust Living Trust
Michael Clark
Control person · since January 2024
West Wealth Group’s regulatory assets grew 1.9× from $318M (July 2022) to $617M (September 2026); clients rose from 1,557 to 2,746 and employees from 8 to 35.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $617M | 2,746 | 35 | 6 |
| May 2025 | $472M | 2,273 | 27 | 5 |
| July 2024 | $349M | 1,804 | 20 | 4 |
| May 2023 | $285M | 1,707 | 9 | 3 |
| July 2022 | $318M | 1,557 | 8 | 3 |
Besides its headquarters, West Wealth Group has 5 offices, with 6 listed addresses in California.
California · 6 listed addresses
- 2 Park Plaza, Suite 800, IrvineHQ
- 78078 Country Club DR., Bermuda Dunes
- 74-760 Highway 111, Indian Wells
- 74-785 Hwy 111, Indian Wells
- 700 Mistletoe Road, Ashland
- 2 Better World Circle, Temecula
Other business names
West Wealth Group has reported 3 other business names to the SEC.
- BML Wealth Management
- Ensemble Wealth Management
- Yack Wealth Management
Contact and registration details
- Legal name
- West Wealth Group, LLC
- Headquarters
- 2 Park Plaza, Suite 800, Irvine, CA 92614
- Website
- westwealthgroup.com
- Phone
- 949-682-9105
- SEC file
- 801-122438
- Structure
- California LLC
- Fiscal year end
- December
West Wealth Group uses Charles Schwab ($617M) as custodian for its separately managed accounts. West Wealth Group has custody of $300K in client assets for 1 client.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $617M100%
At year end, West Wealth Group’s separately managed accounts were mostly in funds (84%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $611M across 143 positions; the largest are SPDR Series Trust (14.5%), iShares TR (11.0%) and iShares TR (9.3%).
What the accounts hold
- Stocks11%
- Funds84%
- Bonds2%
- Cash3%
Reported 13F holdings
- $611M
- Reported 13F value
- 143
- Positions
- 67.3%
- In the 10 largest
- +20.8%
- Value vs. prior quarter
- SPDR Series Trust · ST Str P500etf14.5%
- iShares TR · S&P 500 Grwt ETF11.0%
- iShares TR · S&P 500 Val ETF9.3%
- Blackrock ETF Trust · Isha IN Ctry ETF8.5%
- Blackrock ETF Trust · iShares US Equit7.5%
- Blackrock ETF Trust · Isha I IN TE ETF3.9%
- iShares TR · Calif Mun BD ETF3.6%
- iShares TR · Core Univrsl Usd3.5%
- SPDR Index Shs Fds · ST Port Mark ETF2.8%
- Apple Inc.2.7%
Together, the ten largest are 67.3% of reported value.
How many clients does West Wealth Group have?
West Wealth Group has 2,746 clients and manages $617 million for them, as of September 2026. They include 2,649 individual clients, 87 high-net-worth individuals and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026
What services does West Wealth Group offer?
West Wealth Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does West Wealth Group charge?
West Wealth Group charges 0.75%–1.50% a year for its Asset Management Fee Schedule. The fee is billed in advance and is negotiable.
Source: ADV PART 2A, filed 18 May 2026
Which custodians does West Wealth Group use?
West Wealth Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $617M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 September 2026
How many financial advisors does West Wealth Group have?
West Wealth Group has 14 investment adviser representatives registered with state securities authorities, out of 35 employees, and 13 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 13 employees are 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 West Wealth Group invest in?
At the end of its last fiscal year, West Wealth Group’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 3% cash and equivalents and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns West Wealth Group?
West Wealth Group is owned through trusts by Brian and Ruth Levy and Michael Clark. Its direct owners are Brian and Ruth Levy Living Trust (50% to 75%) and Michael R Clark Trust Living Trust (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 September 2026
How does West Wealth Group get paid?
West Wealth Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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
Is West Wealth Group registered with the SEC?
Yes, West Wealth Group has been registered with the SEC as an investment adviser since 1 October 2021. Its CRD number is 316644 and its SEC file number is 801-122438.
Source: Form ADV Part 1A, Item 1, filed 16 September 2026; IAPD firm record
How do I contact West Wealth Group?
West Wealth Group’s main office is at 2 Park Plaza, Suite 800, Irvine, CA 92614. Its phone number is 949-682-9105. Its website is westwealthgroup.com.