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RIA / WealthAdvisor30 years in industry

Shane Patrick Brosnan

Advisor at WEST WEALTH GROUP, LLC

IRVINE, CA

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Search this name across graphsid dfx:ria:bd04e313-9777-b9ca-e050-ec2694c38fec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 25, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEST WEALTH GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 17, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Jan 17, 1996
First registration: May 25, 2001
Dual registered: no
Other names: SHANE PATRICK BROSNAN|SHANE PATRICK BROSNAN
IAPD individual key: 2694795

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEST WEALTH GROUP, LLC	Independent wealth	Oct 26, 2021	n/a	yes	IRVINE, CA	Current employment
COOPER MCMANUS	Independent wealth	Jul 18, 2017	Dec 3, 2021	no	Irvine, CA\|IRVINE, CA\|Irvine, CA	Previous registration
COOPER MCMANUS	Independent wealth	Jun 3, 2015	Jul 17, 2017	no	IRVINE, CA	Previous registration
CAPITAL SYNERGY PARTNERS	Former SEC adviser	Nov 18, 2013	May 29, 2015	no	NEWPORT BEACH, CA\|IRVINE, CA\|CORONA DEL MAR, CA	Previous registration
FINANCIAL WEST GROUP	Former SEC adviser	Sep 19, 2003	Dec 31, 2010	no	NEWPORT BEACH, CA\|NEWPORT BEACH, CA\|IRVINE, CA	Previous registration
INDEPENDENT ADVISERS GROUP CORP	Former SEC adviser	May 25, 2001	Feb 14, 2007	no	IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COOPER MCMANUS	WEST WEALTH GROUP, LLC	Dec 3, 2021	Oct 26, 2021	-38	Firm change after gap	RIA to new firm
CAPITAL SYNERGY PARTNERS	COOPER MCMANUS	May 29, 2015	Jun 3, 2015	5	Firm change	Other
FINANCIAL WEST GROUP	CAPITAL SYNERGY PARTNERS	Dec 31, 2010	Nov 18, 2013	1,053	Firm change after gap	Other
INDEPENDENT ADVISERS GROUP CORP	FINANCIAL WEST GROUP	Feb 14, 2007	Sep 19, 2003	-1,244	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
111458:316644:CA:2021-12-03	Dec 3, 2021	Oct 26, 2021	IRVINE, CA	Firm change after gap

Relationships

Registered with (5)

→ WEST WEALTH GROUP, LLCRegistered adviserregistration: current employment
Oct 26, 2021 to presentfactForm ADV
→ COOPER MCMANUSRegistered adviserregistration: previous registration
Jul 18, 2017 to Dec 3, 2021factForm ADV
→ CAPITAL SYNERGY PARTNERSRegistered adviserregistration: previous registration
Nov 18, 2013 to May 29, 2015factForm ADV
→ FINANCIAL WEST GROUPRegistered adviserregistration: previous registration
Sep 19, 2003 to Dec 31, 2010factForm ADV
→ INDEPENDENT ADVISERS GROUP CORPRegistered adviserregistration: previous registration
May 25, 2001 to Feb 14, 2007factForm ADV

Dated events

No dated event names this entity yet.