21 West Wealth Management LLC
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About
21 West Wealth Management LLC is a registered investment adviser that provides discretionary wealth management and integrated financial planning primarily to affluent individuals, multi-generational families, trusts and estates, and select institutional and retirement-plan clients. The firm manages roughly $137 million in client assets for a small roster of clients and operates with a two-advisor team.
The firm works under written Investment Policy Statements and implements discretionary, diversified portfolios using equities, fixed income, mutual funds, ETFs and, in limited circumstances, structured notes (individual positions generally capped near 2–3% of a portfolio). Financial planning is integrated into ongoing wealth-management engagements rather than offered as a standalone service, and the firm also accepts ERISA Section 3(38) responsibilities for certain employer-sponsored and defined benefit plans.
Notably, the firm maintains a significant portion of its client relationships outside the United States and conducts public seminars and workshops on investment topics at no charge, both of which the brochure identifies as educational and uncommon among peers. The firm’s small client roster and household-level review process highlight coordinated tax awareness and planning considerations alongside discretionary portfolio management.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $7,000,000: 0.75% annually $7,000,001 - $12,000,000: 0.50% annually $12,000,001+: 0.25% annually
Account minimum: $1,000,000 Fee-only: Fee-only compensation; no commissions or sales-related compensation
Main office
2522 Chambers Road, Suite 100
Tustin CA 92780
Advisors at this office
2
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael S
CFA®
Tustin, CA
21 West Wealth Management LLC
Michael Silane is a CFA® charterholder with six years of industry experience. He has worked at 21 West Wealth Management LLC since 2019 and previously spent sixteen years at BNY Mellon. 21 West Wealth Management LLC is a registered investment adviser serving affluent individuals, multi-generational families, trusts and estates, as well as select institutional and retirement-plan clients. The firm manages discretionary, diversified portfolios with a focus on integrated financial planning and maintains a small client roster to support coordinated tax planning alongside portfolio management.
Sara L
CFP®
Tustin, CA
21 West Wealth Management LLC
After spending 16 years working for global wealth management firms, I joined Mike Silane as a partner at 21 West Wealth Management in 2020. Our clients are all affluent individuals who have come into substantial wealth—sometimes suddenly, unexpectedly, or without a clear strategy for managing it. Many are business owners, inheritors, or those navigating major financial transitions, such as divorce. Our role is to help them protect, grow, and ultimately share their wealth in a way that aligns with their long-term goals and values. We approach our work with a deep sense of duty, care, and respect, treating our clients like family. Our culture is built on trust and long-term relationships, ensuring that we are there to support and guide you at every stage. Through advanced financial planning and disciplined investment strategies, we provide prudent, thoughtful guidance designed to create lasting financial security and peace of mind.
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