← Tributary

WEST WEALTH GROUP, LLC

IRVINE, CA · CRD 316644 · IAPD ↗ · yelp.com · 949-682-9105

$616.7MRegulatory AUM
13Advisory reps
35Employees
0Clients
0Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — WEST WEALTH GROUP, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
August 2026 — WEST WEALTH GROUP, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
June 2026 — WEST WEALTH GROUP, LLC changed its website from ensemblewm.com to yelp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
May 2026 — WEST WEALTH GROUP, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — WEST WEALTH GROUP, LLC crossed $500M in regulatory AUM ($472.1M -> $616.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
April 2026 — WEST WEALTH GROUP, LLC grew from 9 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
June 2025 — WEST WEALTH GROUP, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
May 2025 — WEST WEALTH GROUP, LLC notice-filed in CT, NY, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — WEST WEALTH GROUP, LLC reported RAUM up 35% ($349.3M -> $472.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — WEST WEALTH GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.