21 West Wealth Management LLC
21 West Wealth Management LLC is a registered investment adviser headquartered in Tustin, California, serving primarily high net worth individuals and families. Founded in 2021, the firm manages investment portfolios and provides financial planning services, working as a true partner to preserve and grow client wealth for future generations. The firm employs 2 staff members, all focused on investment advisory, and is suitable for clients seeking personalized, long-term wealth stewardship.
Investment Strategy
21 West Wealth Management LLC offers discretionary investment management and financial planning, focusing on customized portfolios for high net worth individuals. The firm leverages a diversified, client-focused approach, including equity and fixed income allocations, with holdings in broad market ETFs and individual stocks. Its philosophy emphasizes growth and wealth preservation, using fundamental analysis and active portfolio adjustments in response to market conditions. Advisory services are tailored, aimed at client goals and multi-generational outcomes.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 6.78% | $7.15B | 11,673 | $570.35 | $612.38 | +$864.8M |
J JMUB | J P MORGAN EXCHANGE TRADED F | 6.67% | $7.03B | 139,311 | $49.72 | $50.47 | +$796.7M |
M MUB | ISHARES TR | 5.87% | $6.19B | 58,108 | $104.48 | $106.49 | +$126.7M |
J JEPQ | J P MORGAN EXCHANGE TRADED F | 5.42% | $5.72B | 99,384 | $54.45 | $57.52 | +$398.1M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 4.91% | $5.18B | 90,726 | $56.85 | $57.10 | +$101.7M |