21 West Wealth Management LLC

RIASEC RegisteredEst. 2025
Total AUM
$137M
Discretionary
$137M
100% of AUM
Avg account
$1.7M
Accounts
83
Employees
2
Advisory reps
2

Firm details

Headquarters
Tustin, California
CRD number
304532
Registered since
March 5, 2025
Website
www.21westwm.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI97.51%
  • Individuals2.49%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

21 West Wealth Management LLC is an independent SEC-registered investment advisory firm organized as an LLC. The firm positions itself as a capital allocator for individual and family clients and charges fees based on a percentage of assets under management. Its service menu includes financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars and workshops; pension consulting is also listed among its advisory activities. The firm does not identify as an active ESG investor and reports no related-adviser or multi-state adviser affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, Exchange Traded Equities 16%, Derivatives 3%, State & Local Bonds 1%, Cash & Cash Equivalents 1%79%
  • Public Funds/Mutual Funds79%
  • Exchange Traded Equities16%
  • Derivatives3%
  • State & Local Bonds1%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Sara Lovell

    Sara Lovell

    Managing PartnerCRD 5326656

  • Michael Silane

    Michael Silane

    FounderCRD 7134524

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 51

Active vs passive

$121M in ETFs

Passive

66%

$79.7M

Active

29%

$40.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$8.6M12,4637.10%
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Location

Primary office

Tustin, CA

Orange

Location

Tustin, CA

Headquartered in Tustin, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
2522 Chambers Rd
Time zone
PT (UTC-8)
Office locations

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