Tonya West

Employer firm

The Mather Group, LLC CRD 156005

$13.4B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 11/2019
  Waddell & Reed Inc
  Napa, CA
• 11/2015 → 11/2019
  Various Insurance Carriers For W&R Insurance Agencies
  American Canyon, CA
• 03/2016 → 12/2018
  Gerardo Martin
  Napa, CA
• 08/2016 → 05/2020
  Tonya And Kevin West
  American Canyon, CA
• 04/2021 → Present
  Napa Wealth Management
  Napa, CA
• 06/2020 → 03/2021
  Unemployed
  American Canyon, CA
• 11/2025 → Present
  The Mather Group, Llc
  Napa, CA

Previous Registrations

• 2021-07-20 → 2025-12-08
  Napa Wealth Management
  Napa, CA
• 2016-02-05 → 2019-10-02
  Waddell & Reed
  Concord, CA
  Napa, CA
  Seattle, WA
  Napa, CA

Other Businesses

08/2016- PRESENT; TONYA AND KEVIN WEST; AMERICAN CANYON, CA; INVESTMENT RELATED: N; SOLE PROPRIETOR; OWNER/LANDLORD; 4HRS/MO; 0 SECHRS/MO

Exams

• S66 Uniform Combined State Law Examination
  2016-02-05

Designations

• Certified Financial Planner

Other Names

• Tonya Babinksy
• Tonya Lee