{
  "crd_number": 316644,
  "slug": "west-wealth-group-llc-irvine-ca-316644",
  "primary_business_name": "WEST WEALTH GROUP, LLC",
  "legal_name": "WEST WEALTH GROUP, LLC",
  "dbas": [
    "BML WEALTH MANAGEMENT",
    "ENSEMBLE WEALTH MANAGEMENT",
    "YACK WEALTH MANAGEMENT"
  ],
  "city": "Irvine",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-10-01",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-16",
  "carried_forward": false,
  "raum_total": 616733224.0,
  "raum_discretionary": 616733224.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 35,
  "advisory_employees": 13,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 223769.0,
      "count": 6
    },
    "individuals": {
      "raum": 428242501.0,
      "count": 2649
    },
    "high_net_worth_individuals": {
      "raum": 187150009.0,
      "count": 87
    },
    "corporations_other_businesses": {
      "raum": 1116945.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "ID",
    "IL",
    "LA",
    "MO",
    "MT",
    "NV",
    "NY",
    "OR",
    "PA",
    "TN",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://bmlwealth.net",
    "https://bmlwealth.net/10-point-checklist",
    "https://ensemblewm.com",
    "https://facebook.com/BMLwealthmanagement",
    "https://facebook.com/EnsembleWM",
    "https://instagram.com/bmlwealthmanagement",
    "https://instagram.com/britheretirementguy",
    "https://linkedin.com/company/bml-wealth-management",
    "https://linkedin.com/company/ensemblewm",
    "https://linkedin.com/in/garrettyack",
    "https://theretirementfingerprint.com",
    "https://theretirementfingerprint.com/get-started",
    "https://tiktok.com/@fincoachclark?_r=1&_t=8ZO0WhX7PcU",
    "https://twitter.com/BMLWealthMngmt",
    "https://twitter.com/ensemblewm",
    "https://westwealthgroup.com",
    "https://x.com/g_yack?lang=fa",
    "https://yackwealthmanagement.com",
    "https://yelp.com/biz/bml-wealth-management-irvine",
    "https://yelp.com/biz/ensemble-wealth-management-irvine-2",
    "https://yelp.com/biz/yack-wealth-management-indian-wells",
    "https://youtube.com/@financialcoachingwithmicha2153/about",
    "https://youtube.com/c/BMLWealthManagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316644",
  "city_as_filed": "IRVINE",
  "url": "https://advisorcensus.com/firm/west-wealth-group-llc-irvine-ca-316644",
  "display_name": "West Wealth Group, LLC",
  "summary": "West Wealth Group, LLC is an SEC-registered investment advisory firm in Irvine, CA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 16, 2026.",
  "citation": "AdvisorCensus. West Wealth Group, LLC (CRD 316644): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is West Wealth Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), West Wealth Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is West Wealth Group, LLC located?",
      "a": "West Wealth Group, LLC's principal office is in Irvine, CA, according to its Form ADV; the October 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is West Wealth Group, LLC registered with the SEC or a state?",
      "a": "West Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316644."
    },
    {
      "q": "How much does West Wealth Group, LLC manage?",
      "a": "West Wealth Group, LLC reports $616,733,224 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have West Wealth Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for West Wealth Group, LLC: Regulatory assets under management: $0 in the October 2021 data and $616,733,224 in the October 2026 data. Total employees: 9 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does West Wealth Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,649); high net worth individuals (87); charitable organizations (6)."
    },
    {
      "q": "Which custodians does West Wealth Group, LLC use?",
      "a": "West Wealth Group, 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."
    },
    {
      "q": "Does West Wealth Group, LLC report any disciplinary disclosures?",
      "a": "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/316644"
    },
    {
      "q": "Does West Wealth Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 18, 2026 says: \"West Wealth Group does not impose a minimum account balance for the opening of an account with the Adviser.\" \"We provide investment advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. We have no minimum account opening balance.\""
    },
    {
      "q": "What changed in West Wealth Group, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added an office in Temecula, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 9,
      "filing_date": "2021-10-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 318111578.0,
      "total_employees": 8,
      "filing_date": "2022-08-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 285104095.0,
      "total_employees": 9,
      "filing_date": "2023-05-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 349279398.0,
      "total_employees": 20,
      "filing_date": "2024-07-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 472091300.0,
      "total_employees": 27,
      "filing_date": "2025-05-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 616733224.0,
      "total_employees": 35,
      "filing_date": "2026-09-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added an office in Temecula, CA."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in IL."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in TN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 13.",
        "Regulatory assets under management went from $472,091,300 to $616,733,224 (+31%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 18, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "West Wealth Group does not impose a minimum account balance for the opening of an account with the Adviser.",
          "We provide investment advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. We have no minimum account opening balance."
        ]
      }
    ],
    "quotes": [
      "West Wealth Group does not impose a minimum account balance for the opening of an account with the Adviser.",
      "We provide investment advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. We have no minimum account opening balance."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/west-wealth-group-llc-irvine-ca-316644.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2649,
      "fewer_than_5": false,
      "raum": 428242501.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 87,
      "fewer_than_5": false,
      "raum": 187150009.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 223769.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 1116945.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316644",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}