Inactive

Charles Hunter Summit

West Wealth Group, LLC

Claim This Profile

Current Employers

West Wealth Group, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-14
CA	RA	APPROVED	2025-04-17

TX RA
APPROVED

Since 2026-08-14
CA RA
APPROVED

Since 2025-04-17

Branch Locations

2 Park Plaza Suite 800, Irvine, CA 92614 • 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

Organization	City	State	From	To
Mossy Volkswagen	Escondido	CA	07/2020	09/2024
067 Eatery	Rancho Santa Fe	CA	05/2017	09/2023
Lendsure Mortgage	San Diego	CA	06/2022	02/2023
West Wealth Group D/B/A Yack Wealth Management	Irvine	CA	10/2024	Present
Point Loma Nazarene University	San Diego	CA	08/2016	05/2020

07/2020 → 09/2024

Mossy Volkswagen

Escondido, CA
05/2017 → 09/2023

067 Eatery

Rancho Santa Fe, CA
06/2022 → 02/2023

Lendsure Mortgage

San Diego, CA
10/2024 → Present

West Wealth Group D/B/A Yack Wealth Management

Irvine, CA
08/2016 → 05/2020

Point Loma Nazarene University

San Diego, CA

Other Businesses

10/2024 Independent Insurance Agent; California Life, Health and Accident

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-07

S65 Uniform Investment Adviser Law Examination

2025-04-07

View on SEC IAPD

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor