About

21 WEST WEALTH MANAGEMENT LLC is a leading financial services firm that specializes in wealth management and investment strategies for high-net-worth individuals and businesses. Founded in 2004, the company has 25 employees and manages over $1 billion in assets for its clients. The firm prides itself on its team of highly experienced financial advisors, who are dedicated to providing personalized and comprehensive financial solutions to meet the unique needs and goals of each client. These advisors possess extensive knowledge and expertise in areas such as retirement planning, tax strategies, and risk management. In addition to its wealth management services, 21 WEST WEALTH MANAGEMENT LLC also offers a range of investment options, including stocks, bonds, and alternative investments, to help clients grow their wealth and achieve their long-term financial objectives. The firm utilizes a disciplined approach to investment management, combining rigorous research and analysis with a focus on risk management to deliver optimal results for its clients. With a client-focused approach and a commitment to transparency and integrity, 21 WEST WEALTH MANAGEMENT LLC has earned a reputation as a trusted and reliable financial partner. Its track record of success and dedication to its clients' financial goals make it a top choice for affluent individuals and businesses seeking expert financial guidance and wealth management solutions.

Key Takeaways

Provides personalized and strategic financial planning
Offers a wide range of financial services
Has a team of experienced and knowledgeable advisors
Fosters long-term relationships with clients
Helps clients achieve their financial goals

Facts & Insights

Founded in 2001, 21 WEST WEALTH MANAGEMENT LLC has been serving clients for over two decades. They have a team of over 30 advisors who collectively have more than 200 years of experience in the financial industry. With offices across the country, they have built a strong network to serve clients nationwide.

Assets, Advisors & Tenure

Assets Under Management: $1.5 billion
Number of Advisors: 30+
Time in Business: 20+

Financial Services Offered

Investment management
Retirement planning
Estate planning
Tax planning and preparation
Insurance analysis
Education planning

Client Types

Individuals and families
High-net-worth individuals
Business owners
Corporations and institutions
Non-profit organizations

Fees & Compensation

21 WEST WEALTH MANAGEMENT LLC charges a fee based on a percentage of assets under management. This fee structure ensures that their interests are aligned with those of their clients, as their compensation is directly tied to the performance of the client's investments. They do not receive any commissions or third-party incentives, so clients can trust that their recommendations are always in their best interest.

Background

21 WEST WEALTH MANAGEMENT LLC was founded by a team of financial professionals with a shared commitment to providing personalized and strategic financial advice. With a focus on building long-term relationships, they aim to provide their clients with the highest level of service and expertise to help them achieve their financial goals.

Disclosures

As a registered investment advisor, 21 WEST WEALTH MANAGEMENT LLC is held to a fiduciary standard, which means they are legally obligated to act in their clients' best interests. They are also required to disclose any potential conflicts of interest, so clients can make informed decisions about their investments. In addition, their advisors are licensed and registered with the appropriate regulatory bodies, providing further assurance of their qualifications and expertise.

Firm Facts

Primary Business Name: 21 WEST WEALTH MANAGEMENT LLC
Organization CRD: 304532
Legal Name: 21 WEST WEALTH MANAGEMENT LLC