A complete list of active advisors currently associated with West Wealth Group, LLC

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

West Wealth Group provides discretionary asset management, financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and small businesses, and it also serves retirement plans in both non‑discretionary 3(21) and discretionary 3(38) fiduciary roles. Financial planning is included at no additional cost for clients who use its asset management services, and standalone planning or hourly consulting is available as well. The firm implements client strategies primarily through ten targeted model portfolios and a mix of fundamental analysis, Modern Portfolio Theory, technical and cyclical analysis, with an emphasis on mutual funds and ETFs and the ability to incorporate model portfolios developed with unaffiliated managers. Management is typically discretionary, with ongoing monitoring, rebalancing, and the option to recommend third‑party money managers for portions of client assets. Compared with many peers, West Wealth Group manages a relatively large client base for its advisor count — roughly 2,736 clients across 13 advisors, which is more than 200 clients per advisor on average — a scale that aligns with its model‑driven and standardized service elements. The firm also distinguishes itself by offering ancillary services: several advisors are licensed to sell insurance through an affiliated insurance agency and the firm facilitates tax preparation and limited estate‑planning assistance through unaffiliated CPA and law firms, and it conducts client education via seminars and webinars.

To learn more about the advisors currently working at West Wealth Group, 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.