21 WEST WEALTH MANAGEMENT LLC
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
- HNWI97.8%
- Individuals2.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
21 West Wealth Management LLC is an independent, owner-operated registered investment adviser that positions itself as a fee-based wealth manager for individuals and families. The firm charges clients a percentage of assets under management and performs a range of advisory functions: financial planning, portfolio management for individual and small-business clients, pension consulting, manager selection, and educational seminars/workshops. The firm is registered with the SEC (registration date listed as 2025) and identifies as a capital allocator that sources third‑party managers when appropriate. It does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities16%
- Derivatives3%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2SARA LOVELL
Managing PartnerCRD 5326656
Michael Silane
FounderCRD 7134524
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$113M in ETFs
65%
$73.6M
30%
$39.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN MUNICIPAL ETF (JMUB) | JP Morgan | Active | Muni National Interm | $7.7M | 153,376 | 6.78% |
Location
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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