West Wealth Group, Llc
- Regulatory AUM
- $617M
- Discretionary
- $617M
- Clients
- 2,746
- Avg AUM / client
- $225K
- Accounts
- 2,746
- Employees
- 35
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 22, 2026
Investments (13F portfolio — 130 positions, $506,004,093)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | S&P 500 GRWT ETF | $53,062,117 | 469,119 | 10.5% | 8.6% |
| 2 | Ishares Tr | S&P 500 VAL ETF | $51,792,514 | 245,287 | 10.2% | 8.4% |
| 3 | Blackrock Etf Trust | ISHARES INTL CTR | $43,160,805 | 1,342,357 | 8.53% | 7.0% |
| 4 | Spdr Series Trust | STATE STREET SPD | $43,017,921 | 562,031 | 8.5% | 6.98% |
| 5 | Blackrock Etf Trust | ISHARES US EQUIT | $37,770,808 | 649,206 | 7.46% | 6.12% |
| 6 | Ishares Tr | CORE UNIVRSL USD | $19,772,322 | 428,064 | 3.91% | 3.21% |
| 7 | Ishares Tr | EAFE VALUE ETF | $19,560,068 | 263,080 | 3.87% | 3.17% |
| 8 | Spdr Index Shs Fds | STATE STREET SPD | $19,170,192 | 408,658 | 3.79% | 3.11% |
| 9 | Ishares Tr | CALIF MUN BD ETF | $18,866,524 | 331,806 | 3.73% | 3.06% |
| 10 | Blackrock Etf Trust | ISHARES US THEMA | $17,049,776 | 470,728 | 3.37% | 2.76% |
| 11 | Blackrock Etf Trust | ISHARES A I INNO | $16,843,664 | 511,188 | 3.33% | 2.73% |
| 12 | Apple Inc | COM | $14,154,901 | 55,774 | 2.8% | 2.3% |
| 13 | J P Morgan Exchange Traded F | US MOMENTUM | $12,250,868 | 180,372 | 2.42% | 1.99% |
| 14 | J P Morgan Exchange Traded F | US QUALTY FCTR | $11,663,026 | 190,199 | 2.3% | 1.89% |
| 15 | Global X Fds | DEFENSE TECH ETF | $11,345,392 | 160,155 | 2.24% | 1.84% |
| 16 | Invesco Exch Traded Fd Tr Ii | NATL AMT MUNI | $10,175,555 | 442,800 | 2.01% | 1.65% |
| 17 | Ishares Tr | MSCI USA QLT FCT | $7,604,282 | 39,644 | 1.5% | 1.23% |
| 18 | Nvidia Corporation | COM | $6,556,506 | 37,594 | 1.3% | 1.06% |
| 19 | Ishares Tr | US TREAS BD ETF | $4,830,866 | 210,862 | 0.95% | 0.78% |
| 20 | Bondbloxx Etf Trust | BLOOMBERG TEN YR | $3,959,686 | 86,342 | 0.78% | 0.64% |
| 21 | Broadcom Inc | COM | $3,866,380 | 12,491 | 0.76% | 0.63% |
| 22 | Microsoft Corp | COM | $3,683,899 | 9,951 | 0.73% | 0.6% |
| 23 | Spdr Series Trust | STATE STREET SPD | $3,553,769 | 158,721 | 0.7% | 0.58% |
| 24 | Vanguard Charlotte Fds | TOTAL INT BD ETF | $3,399,745 | 70,754 | 0.67% | 0.55% |
| 25 | Amazon Com Inc | COM | $2,950,561 | 14,167 | 0.58% | 0.48% |
Top 25 of 130 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,649 | $428M | 69.4% |
| High net worth individuals | 87 | $187M | 30.3% |
| Charitable organizations | 6 | $224K | 0.04% |
| Corporations and other businesses | 4 | $1.1M | 0.18% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Dateland Construction/Coronet Concrete Profit Sharing 401(k) Plan Coronet Concrete Products, Inc. | 2024 |
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian M Levy | Managing Member | Jul 2015 (11y) | ≈ 25% – 56.25% via Brian And Ruth Levy Living Trust | |
| Levy, Ruth | Owner | Jul 2015 (11y) | ≈ 25% – 56.25% via Brian And Ruth Levy Living Trust | |
| Michael Ray Clark | Managing Member & Chief Compliance Officer | CFP | Aug 2021 (5y) | ≈ 37.5% – 75% via Michael R Clark Trust Living Trust |
| Anthony Joseph Fahy Serrano | Registered representative | CFP | Oct 2021 (5y) | |
| Garrett Taylor Yack | Registered representative | Oct 2021 (5y) | ||
| Richard Barrett Mangus | Registered representative | Oct 2021 (5y) | ||
| Rudy Dahbura | Registered representative | Oct 2021 (5y) | ||
| Shane Patrick Brosnan | Registered representative | Oct 2021 (5y) | ||
| Kurtis Michael De Sousa | Registered representative | Oct 2021 (5y) | ||
| Lauren Vera Gershen | Registered representative | Dec 2021 (5y) | ||
| Jordan Andrew Lisnock | Registered representative | Nov 2022 (4y) | ||
| Charles Hunter Summit | Registered representative | Apr 2025 (1y) | ||
| Ryan Nguyen | Registered representative | Jun 2025 (1y) | ||
| Jose Soria | Registered representative | CFP | Jul 2025 (1y) | |
| David James Adams | Registered representative | Aug 2025 (1y) | ||
| Gregory Stevenson | Registered representative | Apr 2026 (0y) | ||
| Justin Tran | Registered representative | Apr 2026 (0y) | ||
| Timothy Michael Safieh | Registered representative | Apr 2026 (0y) | ||
| Christopher Michael Wagner | Registered representative | CFP | May 2026 (0y) | |
| Ayush Abhishek Raval | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brian And Ruth Levy Living Trust | Owner | Aug 2021 | A | 50% – 75% |
| Michael R Clark Trust Living Trust | Owner | Jan 2024 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Brian M Levy: 50% – 75% of Brian And Ruth Levy Living Trust × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Levy, Ruth: 50% – 75% of Brian And Ruth Levy Living Trust × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Michael Ray Clark: 75% – 100% of Michael R Clark Trust Living Trust × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Dateland Construction/Coronet Concrete Profit Sharing 401(k) Plan | Coronet Concrete Products, Inc. | 152 | $2.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $617M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗