West Wealth Group, LLC

West Wealth Group, LLC is a Registered Investment Adviser founded in 2021 by Brian Levy and Michael Clark, CFP. The firm offers asset management and financial planning services, emphasizing portfolio building and wealth preservation. Services are provided on a discretionary or non-discretionary basis, with clients granting discretionary authority for account management. Investment strategies include model portfolios designed for varying risk tolerances. Clients may impose restrictions on investments, and the firm recommends mutual funds and ETFs, with the option for other investment types. West Wealth Group does not receive compensation for referring clients to other advisers. The firm charges asset management fees ranging from 0.75% to 1.50% of assets under management, calculated monthly. The custodian used is Charles Schwab & Co., Inc., providing custody, execution, and access to investment products. The firm does not have custody of client assets and does not vote proxies on behalf of clients. West Wealth Group does not have any financial commitments impairing its ability to meet client obligations. The firm does not charge advisory fees exceeding $1,200 more than six months in advance.