# 21 West Wealth Management LLC

> 21 West Wealth Management LLC is an SEC-registered investment advisory firm in Tustin, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 304532
- Filed as: 21 WEST WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tustin, CA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304532
- AdvisorCensus page: https://advisorcensus.com/firm/21-west-wealth-management-llc-tustin-ca-304532

## Quick answers

**How is 21 West Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 21 West Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is 21 West Wealth Management LLC located?**
21 West Wealth Management LLC's principal office is in Tustin, CA, according to its Form ADV.

**Is 21 West Wealth Management LLC registered with the SEC or a state?**
21 West Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 304532.

**How much does 21 West Wealth Management LLC manage?**
21 West Wealth Management LLC reports $137,054,526 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**How have 21 West Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for 21 West Wealth Management LLC: Regulatory assets under management: $106,927,105 in the October 2025 data and $137,054,526 in the October 2026 data, up 28%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does 21 West Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (6).

**Which custodians does 21 West Wealth Management LLC use?**
21 West Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does 21 West Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304532

**Does 21 West Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 30, 2026 says: "21 West requires a minimum of $1,000,000 to open an account. In certain instances, the minimum account size may be lowered or waived."

**What changed in 21 West Wealth Management LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $106,927,105 to $128,894,176 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 21 West requires a minimum of $1,000,000 to open an account. In certain instances, the minimum account size may be lowered or waived.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $137,054,526
- Discretionary: $137,054,526
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $3,411,462 |
| High net worth individuals | 29 | $133,643,064 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 21westwm.com
- LinkedIn @21westwm

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $106,927,105 | 2 | February 3, 2025 |
| October 2026 | $137,054,526 | 2 | June 30, 2026 |

Regulatory assets under management: $106,927,105 in the October 2025 data and $137,054,526 in the October 2026 data, up 28%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $106,927,105 to $128,894,176 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 21 West Wealth Management LLC (CRD 304532): Form ADV filing data as of October 2026.