West Grove Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
West Grove Wealth, LLC is a fee-only registered investment adviser founded in July 2026 that serves individual and high‑net‑worth clients, offering financial planning and discretionary portfolio management tailored to individuals. The firm is newly registered and its ADV filing reports no assets under management and no active advisors at this time.
The firm provides both ongoing and project‑based financial planning engagements and utilizes written plans that address cash flow, retirement, business planning, estate, insurance, and tax considerations; it may charge clients using fixed or hourly arrangements. For investment management, West Grove Wealth relies on an asset‑allocation approach informed by Modern Portfolio Theory and blends passive and active strategies, accepting reasonable client‑imposed restrictions and discretionary authority where agreed.
Compared with peers in the “no active advisors” category, the firm is notable for offering comprehensive financial planning and for explicitly using fixed and hourly fee arrangements while also providing portfolio management for individuals — features that are statistically uncommon for firms without active advisors. The brochure also emphasizes business‑owner focused services (business planning and employee benefits optimization) and reflects the principal owner’s background in bookkeeping and small‑business consulting, which may influence the firm’s service emphasis; the firm does not act as a private fund adviser.
Client services
Expertise
Fee options
Fixed fees from $3,500 to $6,500 for project-based financial planning; monthly fixed fees $250 to $500 for ongoing financial planning
0.50% annually
$300 per hour for project-based financial planning
Fee-only: Fixed fees ranging from $250 to $500 per month for ongoing financial planning; fixed fees ranging from $3,500 to $6,500 or $300 per hour for project-based financial planning
Main office
Los Angeles CA
Advisors at this office
1
Most active in
California
Also doing business as
West Grove Wealth · West Grove Wealth, LLC
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.
Forms ADV
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