Best Investors Account Sign in
Inactive

Richard Barrett Mangus

West Wealth Group, LLC

Irvine, CA

Indian Wells, CA

CRD 6089952

Claim This Profile
Employer firm

West Wealth Group, LLC CRD 316644

$617M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
West Wealth Group, Llc

2 Park Plaza Suite 800, Irvine, CA 92614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-14
CA RA APPROVED 2021-10-26
  • TX RA
    APPROVED_RES
    Since 2026-08-14
  • CA RA
    APPROVED
    Since 2021-10-26

Branch Locations

2 Park Plaza Suite 800, Irvine, CA 92614 • United States

74-785 Highway 111, Ste. 211, Indian Wells, CA 92210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hd Vest Investment Services Bermuda Dunes CA 06/2012 01/2019
Ams Tax Service, Inc. Bermuda Dunes CA 10/2007 Present
Mangus Accountancy Group, Apc Palm Springs CA 01/2018 Present
Cooper Mcmanus Indian Wells CA 02/2014 12/2021
West Wealth Group, Llc Irvine CA 10/2021 Present
Ensemble Wealth Management Indian Wells CA 01/2019 01/2024
Yack Wealth Management Indian Wells CA 01/2024 Present
  • 06/2012 → 01/2019
    Hd Vest Investment Services
    Bermuda Dunes, CA
  • 10/2007 → Present
    Ams Tax Service, Inc.
    Bermuda Dunes, CA
  • 01/2018 → Present
    Mangus Accountancy Group, Apc
    Palm Springs, CA
  • 02/2014 → 12/2021
    Indian Wells, CA
  • 10/2021 → Present
    Irvine, CA
  • 01/2019 → 01/2024
    Ensemble Wealth Management
    Indian Wells, CA
  • 01/2024 → Present
    Yack Wealth Management
    Indian Wells, CA
Previous Registrations
  • 2019-01-30 → 2021-12-03
    Indian Wells, CA
    Irvine, CA
Other Businesses

1) AMS Tax Service, Inc.~'NIR'~78078 Country Club Dr., Suite 202~Bermuda Dunes~CA~92203~Tax Preparation/Accounting~Other~10/1/2007~160hrs~120hrs~Provide income tax services to individuals and businesses|Fiduciary Appointment-Trustee~'NIR'~78078 Country Club Dr. Ste 202~Bermuda Dunes~CA~92203~7/9/2018~2hrs~2hrs~My duty will be to administer, liquidate, and distribute the entire trust to the beneficiaries. OFFICER AT MANGUS ACCOUNTANCY GROUP, APC. 2) Mangus Enterprises dba Mastershield; Investment Related: No; Address: 78015 Wildcat Dr. Ste 102, Palm Desert, CA 92211; Nature of Business: Automotive Paint Protection and Window Tint; Title: Shareholder/Office; Start Date: 11/01/2020; Hours/Month: 4; Securities Trading Hours/Month: 2 hours/month; Duties: Monthly review of financials with management shareholders and attending occasional staff meetings. (3.) Yack Wealth Management; 74-785 Highway 111, Suite 211, Indian Wells, CA 92210; January 1, 2024; Duties/Description: Marketing; Not Investment Related; 40 hours per week hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-11
S63 Uniform Securities Agent State Law Examination 2012-09-05
  • S65 Uniform Investment Adviser Law Examination
    2018-12-11
  • S63 Uniform Securities Agent State Law Examination
    2012-09-05
Other Names
  • Richard Barrett Mangus
  • Richard B Mangus
  • Richard Mangus

View on SEC IAPD

More in Irvine, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor