BM
Brian M Levy
CRD 5236788
Firms
| Firm | Role | As of |
|---|---|---|
| West Wealth Group, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
West Wealth Group, Llc
Managing Member · Less than 5% · Jul 2024
-
West Wealth Group, Llc
Owner · 50% – 75% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗