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21 West Wealth Management LLC

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Client assets under management

$128,894,176

Clients

34

82% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

17

Very Low

Average account size

$3,791,005

About

The firm provides discretionary wealth management and integrated financial planning primarily to affluent individuals and families, as well as multi-generational family relationships, trusts and select institutional and retirement plan clients. Services include ongoing portfolio management, household-level coordination of tax and planning considerations, and ERISA Section 3(38) investment manager engagements for employer-sponsored plans and defined benefit/cash balance plans.

Investment programs are implemented under a documented Investment Policy Statement and typically involve discretionary trading authority, portfolio construction and risk management at both the individual-account and household level. The firm uses fundamental analysis and a range of implementation techniques (including long- and short-term holdings and options strategies), conducts periodic account reviews, and provides regular custodial reporting to clients.

What is distinctive about the firm is its small advisory team managing roughly $129 million for about three dozen clients, which suggests relatively concentrated advisor attention and assets per relationship. The firm also holds public educational seminars and workshops at no charge and reports a meaningful non-U.S. client base, and it provides ERISA 3(38) fiduciary services for retirement plans—features that are less common among peers of similar size.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Active portfolio management Options & derivatives strategies Tax-loss harvesting General retirement planning

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning flat fee between $5,000 and $10,000

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $7,000,000: 0.75% annually $7,000,001 - $12,000,000: 0.50% annually $12,000,001+: 0.25% annually

Project-based

Hourly rate of $500 per hour for financial planning if charged on hourly basis

Other

Account minimum: $1,000,000 Fee-only: Financial planning flat fee between $5,000 and $10,000

Main office location

21 West Wealth Management LLC

2522 Chambers Road, Suite 100

Tustin CA 92780, United States

Number of offices

1

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael S

CFA®

Tustin, CA

21 West Wealth Management LLC

Michael Silane is a CFA® charterholder with six years of industry experience. He has been with 21 West Wealth Management LLC since 2019 and previously worked at BNY Mellon for sixteen years. 21 West Wealth Management LLC provides discretionary wealth management and integrated financial planning primarily to affluent individuals, families, and select institutional and retirement plan clients. The firm emphasizes portfolio construction and risk management guided by documented Investment Policy Statements, and it offers ERISA 3(38) fiduciary services for employer-sponsored plans.

Active portfolio management Options & derivatives strategies Tax-loss harvesting General retirement planning Founder/Business Owner

Sara L

CFP®

Tustin, CA

21 West Wealth Management LLC

After spending 16 years working for global wealth management firms, I joined Mike Silane as a partner at 21 West Wealth Management in 2020. Our clients are all affluent individuals who have come into substantial wealth—sometimes suddenly, unexpectedly, or without a clear strategy for managing it. Many are business owners, inheritors, or those navigating major financial transitions, such as divorce. Our role is to help them protect, grow, and ultimately share their wealth in a way that aligns with their long-term goals and values. We approach our work with a deep sense of duty, care, and respect, treating our clients like family. Our culture is built on trust and long-term relationships, ensuring that we are there to support and guide you at every stage. Through advanced financial planning and disciplined investment strategies, we provide prudent, thoughtful guidance designed to create lasting financial security and peace of mind.

Business ownership considerations Business Financial Management Wealth management Founder/Business Owner Established Professionals Baby Boomers (Born 1946-1964)
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