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The fee is billed in advance and is negotiable.","source":"ADV PART 2A, filed 18 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does West Wealth Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does West Wealth Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does West Wealth Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns West Wealth Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does West Wealth Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is West Wealth Group registered with the SEC?","answer":"Yes, West Wealth Group has been registered with the SEC as an investment adviser since 1 October 2021. 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