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West Wealth Group, LLC CRD 316644
$617M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2 Park Plaza Suite 800, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-14 |
| CA | RA | APPROVED | 2021-10-26 |
Branch Locations
74-785 Highway 111, Suite 211, Indian Wells, CA 92210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Indian Wells | CA | 01/2014 | 07/2017 |
| Cooper Financial Group | Indian Wells | CA | 02/2014 | 12/2021 |
| Ensemble Wealth Management | Indian Wells | CA | 05/2016 | 01/2024 |
| West Wealth Group, Llc | Irvine | CA | 10/2021 | Present |
| Yack Wealth Management | Indian Wells | CA | 01/2024 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-27 |
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