# 21 West Wealth Management 21 West Wealth Management is a Multi Family Office based in Tustin, United States. ## Overview - **Organization type:** Multi Family Office - **Headquarters:** Tustin, United States - **Region:** North America - **Address:** Melville, NY, United States - **Assets under management:** Undisclosed - **Website:** 21westwealth.com - **LinkedIn:** https://www.linkedin.com/company/21westwm ## Regulatory record - **CRD number:** 304532 - **SEC file number:** 801-132023 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304532 ## About 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. ## Sectors - Wealth Management - Financial Planning - Investment Management ## 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. ## Related profiles - [Van Ray Wealth Management](https://altss.com/profile/van-ray-wealth-management) --- Last updated: 2026-07-06T01:24:10.448Z Canonical page: https://altss.com/profile/21-west-wealth-management-llc Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology