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Lauren Vera Gershen

West Wealth Group, LLC

Irvine, CA

La Quinta, CA

CRD 6854996

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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
CA RA APPROVED_RES 2021-12-15
  • CA RA
    APPROVED_RES
    Since 2021-12-15

Branch Locations

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

La Quinta, CA • 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
Cooper Mcmanus Irvine CA 10/2017 Present
Lvg Insurance Services, Inc. La Quinta CA 04/2002 Present
West Wealth Group Llc Irvine CA 12/2021 Present
Previous Registrations
  • 2017-10-13 → 2021-12-03
    Cooper Mcmanus
    La Quinta, CA
    Irvine, CA
    La Quinta, CA
Other Businesses

LVG Insurance Services, Inc., Fixed Insurance Sales,77949 Grey Wolf Trail, La Quinta, CA 92253, April 2002 to present, Agent, 30 - 40 hours per week.

View on SEC IAPD

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