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21 West Wealth Management
21 WEST WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in TUSTIN, CA, registered since 2025. The firm manages approximately $129 million in...
Overview
21 WEST WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in TUSTIN, CA, registered since 2025. The firm manages approximately $129 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Tustin
Corporate office
Melville, NY, United States
Sector focus
Frequently asked questions
What services does 21 West Wealth Management provide?
21 West Wealth Management offers comprehensive financial planning, investment management, retirement planning, and estate planning. As a fee-only RIA, it does not sell insurance or proprietary products, focusing instead on fiduciary advice tailored to client goals.
How is 21 West Wealth Management structured as an RIA?
As a registered investment advisor (RIA) with the SEC and state regulators, 21 West Wealth Management is legally required to act as a fiduciary, putting client interests first. It charges fees based on assets under management or flat planning fees, not commissions.
Does 21 West Wealth Management offer direct investment or only fund-based investing?
The firm primarily uses low-cost ETFs, mutual funds, and individual stocks and bonds for portfolio construction. It does not engage in direct private equity or venture capital investments; its approach is focused on publicly traded securities and traditional asset allocation.
What is the geographic focus of 21 West Wealth Management?
While the firm is headquartered in Melville, New York, it serves clients across the United States, with a concentration in the New York metropolitan area. It does not operate international offices.
What is the minimum investment or net worth required to become a client?
Minimum account sizes are not publicly disclosed by 21 West Wealth Management. Many similar RIAs serve clients with at least $500,000 in investable assets, but prospective clients should contact the firm directly for specific requirements.
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