A complete list of active advisors currently associated with West Grove Wealth

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

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.

To learn more about the advisors currently working at West Grove Wealth, 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
Robin Westlund	Los Angeles, CA	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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