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WEALTH FINANCIAL GROUP WEST, INC.
CRD 324051
650 TOWN CENTER DR STE 920, COSTA MESA, CA, 92626, United States
Phone
714-617-4394
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.7M
Discretionary AUM
$21.7M
Team
4 total employees; 2 advisory reps; 112 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $10.1M |
| High net worth individuals | 10 | $11.6M |
All web addresses on file
Official SEC filing: View on IAPD