DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEST WEALTH GROUP, LLC

CRD 316644

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d8c192ef-6593-50a7-e395-55edaad804a7

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 8
On other graphs: 0
Observed: Sep 2, 2021 to Sep 16, 2026
30 observations

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $617MItem 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $617M
Private client RAUM: $615MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 20
RAUM per advisor: $30.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 35
Advisory employees: 13
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 2,746
Individual clients: 2,649
High net worth clients: 87
Custody, client assets: $300,321
SEC number: 801-122438
CIK: 1923591
CRD: 316644
Filings on the tape: 30
First filed: Sep 2, 2021
Latest filed: Sep 16, 2026
Organised: Limited Liability Company, CA
Website: yelp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Michael Ray Clark	Certified Financial Planner	Ashland, OR \| IRVINE, CA \| Indian Wells, CA	4	33	2	no
BRIAN M LEVY	n/a	IRVINE, CA	4	17	2	no
Shane Patrick Brosnan	n/a	IRVINE, CA	4	30	5	no
Richard Barrett Mangus	n/a	IRVINE, CA \| Indian Wells, CA	4	18	1	no
Rudy Dahbura	n/a	Indian Wells, CA \| IRVINE, CA	4	13	2	no
Garrett Taylor Yack	n/a	Indian Wells, CA \| IRVINE, CA	4	12	2	no
Anthony Joseph-Fahy Serrano	Certified Financial Planner	IRVINE, CA	4	10	1	no
Kurtis Michael DeSousa	n/a	IRVINE, CA	4	11	1	no
Lauren Vera Gershen	n/a	IRVINE, CA \| La Quinta, CA	4	24	1	no
Jordan Andrew Lisnock	n/a	IRVINE, CA	3	16	n/a	no
Charles Hunter Summit	n/a	IRVINE, CA	1	10	n/a	no
Jose Soria	Certified Financial Planner	IRVINE, CA	1	10	1	no
David James Adams	n/a	IRVINE, CA	1	10	1	no
Gregory Stevenson	n/a	IRVINE, CA	0	10	n/a	no
JUSTIN TRAN	n/a	IRVINE, CA	0	11	n/a	no
Christopher Michael Wagner	Certified Financial Planner	IRVINE, CA	0	11	2	no
Ayush Abhishek Raval	n/a	IRVINE, CA	0	10	n/a	no
Eric Dana Mosser	Certified Financial Planner	IRVINE, CA	0	16	4	no
Michael Moffat	n/a	IRVINE, CA \| Rolling Meadows, IL	0	10	n/a	no
Scott Dennis Hank	n/a	Port St Lucie, FL \| IRVINE, CA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRIAN AND RUTH LEVY LIVING TRUST	Owner	D	yes	08/2021	Mar 29, 2024	Jul 10, 2024
Clark, Michael, Ray	Owner	E	yes	01/2024	Sep 2, 2021	Jul 10, 2024
Clark, Michael, Ray	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	Na	yes	08/2021	Sep 2, 2021	Jul 10, 2024
LEVY, BRIAN, M	MANAGING MEMBER	Na	yes	08/2021	Sep 2, 2021	Jul 10, 2024
LEVY, BRIAN, M	Owner	D	yes	07/2015	Sep 2, 2021	Jul 10, 2024
Levy, Ruth	Owner	D	yes	07/2015	Mar 29, 2024	Jul 10, 2024
MICHAEL R CLARK TRUST LIVING TRUST	Owner	D	yes	01/2024	Mar 29, 2024	Jul 10, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BML WEALTH MANAGEMENT D/B/A BML WEALTH & INSURANCE SERVICES	n/a	n/a	n/a	Y	yes	n/a
ENSEMBLE REALTY GROUP	n/a	n/a	n/a	Y	yes	n/a
ENSEMBLE WEALTH MANAGEMENT	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BERMUDA DUNES	CA	United States	2	no
INDIAN WELLS	CA	United States	2	no
INDIAN WELLS	CA	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 15, 2026	$617M	$617M	35	13	4	n/a	n/a
2024	Apr 22, 2025	$472M	$472M	27	9	3	n/a	n/a
2023	Mar 29, 2024	$349M	$349M	20	9	3	n/a	n/a
2022	Feb 13, 2023	$285M	$285M	9	9	2	n/a	n/a
2021	Feb 23, 2022	$318M	$318M	8	8	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	5.0%	1	1	0	5	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$617M	$472M	30.6%	$285M	29.3%	35	27	5	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
COOPER MCMANUS	9	Dec 3, 2021	Dec 15, 2021	IRVINE, CA	Team lift out	RIA to new firm	20.5%

Relationships

Registered with (23)

← Eric Dana MosserAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← Michael MoffatAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← Scott Dennis HankAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← Ayush Abhishek RavalAdvisorregistration: current employment
Jun 8, 2026 to presentfactForm ADV
← Christopher Michael WagnerAdvisorregistration: current employment
May 21, 2026 to presentfactForm ADV
← JUSTIN TRANAdvisorregistration: current employment
Apr 10, 2026 to presentfactForm ADV
← Gregory StevensonAdvisorregistration: current employment
Apr 2, 2026 to presentfactForm ADV
← David James AdamsAdvisorregistration: current employment
Aug 14, 2025 to presentfactForm ADV
← Jose SoriaAdvisorregistration: current employment
Jul 9, 2025 to presentfactForm ADV
← Charles Hunter SummitAdvisorregistration: current employment
Apr 17, 2025 to presentfactForm ADV
← Jordan Andrew LisnockAdvisorregistration: current employment
Nov 25, 2022 to presentfactForm ADV
← Lauren Vera GershenAdvisorregistration: current employment
Dec 15, 2021 to presentfactForm ADV
← Kurtis Michael DeSousaAdvisorregistration: current employment
Oct 29, 2021 to presentfactForm ADV
← Shane Patrick BrosnanAdvisorregistration: current employment
Oct 26, 2021 to presentfactForm ADV
← Richard Barrett MangusAdvisorregistration: current employment
Oct 26, 2021 to presentfactForm ADV
← Rudy DahburaAdvisorregistration: current employment
Oct 26, 2021 to presentfactForm ADV
← Garrett Taylor YackAdvisorregistration: current employment
Oct 26, 2021 to presentfactForm ADV
← Anthony Joseph-Fahy SerranoAdvisorregistration: current employment
Oct 26, 2021 to presentfactForm ADV
← Michael Ray ClarkAdvisorregistration: current employment
Oct 5, 2021 to presentfactForm ADV
← BRIAN M LEVYAdvisorregistration: current employment
Oct 5, 2021 to presentfactForm ADV
← Ryan NguyenAdvisorregistration: previous registration
Jun 12, 2025 to Jul 22, 2026factForm ADV
← Michael Jason TorresAdvisorregistration: previous registration
Apr 26, 2023 to Aug 3, 2023factForm ADV
← Steven Tyler McBrayerAdvisorregistration: previous registration
Nov 3, 2021 to Nov 29, 2022factForm ADV

Controls (5)

← Clark, Michael, RayOwnerOWNER, ownership code E, individual
Sep 2, 2021 to Jul 10, 2024factForm ADV
← LEVY, BRIAN, MOwnerOWNER, ownership code D, individual
Sep 2, 2021 to Jul 10, 2024factForm ADV
← Levy, RuthOwnerOWNER, ownership code D, individual
Mar 29, 2024 to Jul 10, 2024factForm ADV
← BRIAN AND RUTH LEVY LIVING TRUSTOwnerOWNER, ownership code D, domestic entity
Mar 29, 2024 to Jul 10, 2024factForm ADV
← MICHAEL R CLARK TRUST LIVING TRUSTOwnerOWNER, ownership code D, domestic entity
Mar 29, 2024 to Jul 10, 2024factForm ADV

Moved with (1)

← COOPER MCMANUSRegistered adviser9 advisors, team lift out, same day
Dec 3, 2021 to Dec 15, 2021factForm ADV

Dated events

Occurred
Jul 22, 2026
Advisor changed firm
Ryan Nguyen left West Wealth Group, Llc for Mariner (registered 2026-09-02)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2026
Regulatory AUM changed
West Wealth Group, Llc reported RAUM $616.7M, up 31% from $472.1M (2025-05-21 to 2026-03-30)
Form ADVobserved 4 days ago
$145M
Occurred
Apr 22, 2025
Regulatory AUM changed
West Wealth Group, Llc reported RAUM $472.1M, up 35% from $349.3M (2024-07-10 to 2025-04-22)
Form ADVobserved 4 days ago
$123M
Occurred
Jul 10, 2024
Control person left
Natalie Shirley (Chief Compliance Officer) no longer on Schedule A of West Wealth Group, Llc (listed 2024-04-17, absent 2024-07-10)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2024
Control person joined
Ruth Levy (Owner) appeared on Schedule A of West Wealth Group, Llc
Form ADVobserved 4 days ago
Occurred
Aug 3, 2023
Advisor changed firm
Michael Jason Torres left West Wealth Group, Llc for U.S. Bancorp Investments, Inc. (registered 2023-11-02)
Form ADVobserved 4 days ago
Occurred
Nov 29, 2022
Advisor changed firm
Steven Tyler Mcbrayer left West Wealth Group, Llc for M Holdings Securities, Inc. (registered 2023-02-21)
Form ADVobserved 4 days ago
Occurred
Sep 2, 2021
First Form ADV filing
West Wealth Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8c192ef-6593-50a7-e395-55edaad804a7
First observed: Sep 2, 2021
Last observed: Sep 16, 2026 3 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEST WEALTH GROUP, LLC

CRD 316644

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d8c192ef-6593-50a7-e395-55edaad804a7

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:42 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Michael Ray Clark

Certified Financial Planner

Ashland, OR | IRVINE, CA | Indian Wells, CA

BRIAN M LEVY

n/a

IRVINE, CA

Shane Patrick Brosnan

n/a

IRVINE, CA

Richard Barrett Mangus

n/a

IRVINE, CA | Indian Wells, CA

Rudy Dahbura

n/a

Indian Wells, CA | IRVINE, CA

Garrett Taylor Yack

n/a

Indian Wells, CA | IRVINE, CA

Anthony Joseph-Fahy Serrano

Certified Financial Planner

IRVINE, CA

Kurtis Michael DeSousa

n/a

IRVINE, CA

Lauren Vera Gershen

n/a

IRVINE, CA | La Quinta, CA

Jordan Andrew Lisnock

n/a

IRVINE, CA

n/a

Charles Hunter Summit

n/a

IRVINE, CA

n/a

Jose Soria

Certified Financial Planner

IRVINE, CA

David James Adams

n/a

IRVINE, CA

Gregory Stevenson

n/a

IRVINE, CA

n/a

JUSTIN TRAN

n/a

IRVINE, CA

n/a

Christopher Michael Wagner

Certified Financial Planner

IRVINE, CA

Ayush Abhishek Raval

n/a

IRVINE, CA

n/a

Eric Dana Mosser

Certified Financial Planner

IRVINE, CA

Michael Moffat

n/a

IRVINE, CA | Rolling Meadows, IL

n/a

Scott Dennis Hank

n/a

Port St Lucie, FL | IRVINE, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRIAN AND RUTH LEVY LIVING TRUST

Owner

yes

08/2021

Mar 29, 2024

Jul 10, 2024

Clark, Michael, Ray

Owner

yes

01/2024

Sep 2, 2021

Jul 10, 2024

Clark, Michael, Ray

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

08/2021

Sep 2, 2021

Jul 10, 2024

LEVY, BRIAN, M

MANAGING MEMBER

yes

08/2021

Sep 2, 2021

Jul 10, 2024

LEVY, BRIAN, M

Owner

yes

07/2015

Sep 2, 2021

Jul 10, 2024

Levy, Ruth

Owner

yes

07/2015

Mar 29, 2024

Jul 10, 2024

MICHAEL R CLARK TRUST LIVING TRUST

Owner

yes

01/2024

Mar 29, 2024

Jul 10, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BML WEALTH MANAGEMENT D/B/A BML WEALTH & INSURANCE SERVICES

n/a

yes

n/a

ENSEMBLE REALTY GROUP

n/a

yes

n/a

ENSEMBLE WEALTH MANAGEMENT

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

BERMUDA DUNES

United States

INDIAN WELLS

United States

INDIAN WELLS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 15, 2026

$617M

n/a

2024

Apr 22, 2025

$472M

n/a

2023

Mar 29, 2024

$349M

n/a

2022

Feb 13, 2023

$285M

n/a

2021

Feb 23, 2022

$318M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

5.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$617M

$472M

30.6%

$285M

29.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COOPER MCMANUS

Dec 3, 2021

Dec 15, 2021

IRVINE, CA

Team lift out

RIA to new firm

20.5%