# West Wealth Group, LLC

> 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.

- CRD: 316644
- Filed as: WEST WEALTH GROUP, LLC
- Also doing business as: BML WEALTH MANAGEMENT, ENSEMBLE WEALTH MANAGEMENT, YACK WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316644
- AdvisorCensus page: https://advisorcensus.com/firm/west-wealth-group-llc-irvine-ca-316644

## Quick answers

**How is West Wealth Group, LLC compensated?**
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).

**Where is West Wealth Group, LLC located?**
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).

**Is West Wealth Group, LLC registered with the SEC or a state?**
West Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316644.

**How much does West Wealth Group, LLC manage?**
West Wealth Group, LLC reports $616,733,224 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**How have West Wealth Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does West Wealth Group, LLC serve?**
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).

**Which custodians does West Wealth Group, LLC use?**
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.

**Does West Wealth Group, 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/316644

**Does West Wealth Group, LLC state an account minimum?**
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."

**What changed in West Wealth Group, LLC's recent Form ADV filings?**
In the October 2026 filing data: Added an office in Temecula, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 18, 2026)

- Account minimum: None

> 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.

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: $616,733,224
- Discretionary: $616,733,224
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,649 | $428,242,501 |
| High net worth individuals | 87 | $187,150,009 |
| Charitable organizations | 6 | $223,769 |
| Corporations or other businesses not listed above | 4 | $1,116,945 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 35 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, ID, IL, LA, MO, MT, NV, NY, OR, PA, TN, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Ashland, CA
- Bermuda Dunes, CA
- Indian Wells, CA
- Temecula, CA

### Websites listed on Form ADV (Item 1.I)
- bmlwealth.net
- bmlwealth.net/10-point-checklist
- ensemblewm.com
- theretirementfingerprint.com
- theretirementfingerprint.com/get-started
- westwealthgroup.com
- yackwealthmanagement.com
- yelp.com/biz/bml-wealth-management-irvine
- yelp.com/biz/ensemble-wealth-management-irvine-2
- yelp.com/biz/yack-wealth-management-indian-wells
- Facebook @BMLwealthmanagement
- Facebook @EnsembleWM
- Instagram @bmlwealthmanagement
- Instagram @britheretirementguy
- LinkedIn @bml-wealth-management
- LinkedIn @ensemblewm
- LinkedIn @garrettyack
- TikTok @fincoachclark
- X @BMLWealthMngmt
- X @ensemblewm
- X @g_yack
- YouTube @financialcoachingwithmicha2153
- YouTube @BMLWealthManagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 9 | October 1, 2021 |
| October 2022 | $318,111,578 | 8 | August 12, 2022 |
| October 2023 | $285,104,095 | 9 | May 10, 2023 |
| October 2024 | $349,279,398 | 20 | July 10, 2024 |
| October 2025 | $472,091,300 | 27 | May 21, 2025 |
| October 2026 | $616,733,224 | 35 | September 16, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Temecula, CA.

### August 2026
- Registered or notice-filed in IL.

### May 2026
- Registered or notice-filed in TN.

### April 2026
- Employees performing advisory functions went from 9 to 13.
- Regulatory assets under management went from $472,091,300 to $616,733,224 (+31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. West Wealth Group, LLC (CRD 316644): Form ADV filing data as of October 2026.