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West Wealth Group, LLC
West Wealth Group, LLC is an SEC-registered investment adviser headquartered in Irvine, California. Founded in 2011, the firm serves primarily individual clients (including high net worth individuals) with approximately $472 million in assets under management as of May 2025. West Wealth Group provides asset management and financial planning services, emphasizing portfolio construction, wealth preservation, and fiduciary duty for client interests. The firm employs around 20-27 staff, including investment advisors, across multiple offices in California and serves clients in 13 states.
Investment Strategy
West Wealth Group, LLC offers asset management services and financial planning focused on building diversified portfolios and preserving client wealth. The firm acts as a fiduciary, maintaining cost transparency, using a combination of billing, trading, compliance, and technology to drive financial results while challenging established thinking and enabling client transformation. Services are tailored to individual client needs with no product commissions, and include state and federal registration support, cybersecurity, and business succession planning.
Latest 13F Filing Activity
West Wealth Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 110 equity positions with a total 13F market value of $402M. The fund increased holdings in Ishares TR, Blackrock Etf Trust, SPDR Index SHS FDS among other positions. West Wealth Group, LLC reduced exposure to Ishares Inc., Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 11.92% | $47.9M | 419,087 | $84.71 | $110.10 | -$2.8M |
I IVE | ISHARES TR | 9.66% | $38.8M | 197,547 | $186.81 | $195.42 | -$11.7K |
E EFV | ISHARES TR | 7.48% | $30.1M | 465,374 | $56.30 | $63.48 | +$11.0M |
D DYNF | BLACKROCK ETF TRUST | 7.35% | $29.6M | 527,911 | $46.15 | $54.46 | +$5.0M |
S SPLG | SPDR SERIES TRUST | 6.12% | $24.6M | 330,847 | $55.47 | $72.69 | +$4.6M |
Industry Allocation
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