A complete list of active advisors currently associated with 21 West Wealth Management LLC

Warmer can help you find a great advisor at 21 West Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at 21 West Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sara Lovell	Tustin, CA	12
Michael Silane	Tustin, CA	7

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