West Wealth Group, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 316644
- SEC number
- 801-122438
- Firm type
- RIA
- Assets under management
- $616.7M as of May 18, 2026
- Website
- www.yelp.com/biz/bml-wealth-management-irvine ↗
- Phone
- 949-682-9105
- Address
- 2 Park Plaza, Irvine, CA, 92614
Advisors at this firm
19 in our index · page 1 of 1
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David James AdamsCRD 7927312 · Irvine, CAIA RegisteredRegistration inactive
-
Shane Patrick BrosnanCRD 2694795 · Irvine, CAIA RegisteredRegistration inactive
-
Michael Ray ClarkCRD 2389845 · Indian Wells, CAIA RegisteredRegistration inactive
-
Rudy DahburaCRD 6188029 · Indian Wells, CAIA RegisteredRegistration inactive
-
Kurtis Michael DesousaCRD 7399811 · Irvine, CAIA Registered
-
Lauren Vera GershenCRD 6854996 · La Quinta, CAIA Registered
-
Brian M LevyCRD 5236788 · Irvine, CAIA RegisteredRegistration inactive
-
Jordan Andrew LisnockCRD 6698513 · Irvine, CAIA RegisteredRegistration inactive
-
Richard Barrett MangusCRD 6089952 · Indian Wells, CAIA RegisteredRegistration inactive
-
Ryan NguyenCRD 6680319 · Irvine, CAIA RegisteredRegistration inactive
-
Ayush Abhishek RavalCRD 8288489 · Irvine, CAIA Registered
-
Timothy Michael SafiehCRD 2877888 · Irvine, CAIA RegisteredRegistration inactive
-
Anthony Joseph-Fahy SerranoCRD 6360722 · Irvine, CAIA Registered
-
Jose SoriaCRD 7360445 · Irvine, CAIA RegisteredRegistration inactive
-
Gregory StevensonCRD 8242996 · Irvine, CAIA Registered
-
Charles Hunter SummitCRD 8074276 · Irvine, CAIA Registered
-
Justin TranCRD 7031368 · Irvine, CAIA RegisteredRegistration inactive
-
Christopher Michael WagnerCRD 7180703 · Irvine, CAIA RegisteredRegistration inactive
-
Garrett Taylor YackCRD 6225806 · Indian Wells, CAIA RegisteredRegistration inactive
1–19 of 19
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 316644 ↗
FINRA BrokerCheck record for firm CRD 316644 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.