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21 WEST WEALTH MANAGEMENT LLC
CRD 304532 · SEC 801-132023
2522 CHAMBERS ROAD, SUITE 100, TUSTIN, CA, 92780, United States
Phone
949-774-2121
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.9M
Discretionary AUM
$128.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.8M |
| High net worth individuals | 28 | $126.1M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD