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Michael Ray Clark

Michael R. Clark

WEST WEALTH GROUP
Indian Wells, CA 92210
Some features on this profile are disabled
CRD#: 2389845
Michael Ray Clark

Professional summary

Michael Ray Clark, CFP®, who also goes by Michael R Clark, is a registered financial advisor currently at WEST WEALTH GROUP, LLC located in Indian Wells, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michael has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael R Clark

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Ray Clark's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1997

Experience

Current

October 5, 2021 - Present

WEST WEALTH GROUP, LLC

Office #1: 74-760 Highway 111 Suite 202, Indian Wells, CA 92210Office #2: 700 Mistletoe Road Suite 206, Ashland, OR 97520
RIA
CRD#: 316644
Indian Wells, CA
Past

July 18, 2017 - December 3, 2021

COOPER MCMANUS

RIA
CRD#: 111458
Indian Wells, CA
Past

February 8, 2001 - July 17, 2017

COOPER MCMANUS

RIA
CRD#: 111458
INDIAN WELLS, CA
Past

February 18, 1998 - July 17, 2017

SECURITIES AMERICA, INC.

BD
CRD#: 10205
INDIAN WELLS, CA
Past

January 20, 1996 - January 21, 1998

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

September 8, 1993 - June 29, 1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

September 8, 1993 - June 29, 1995

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WEST WEALTH GROUP, LLC
BML WEALTH MANAGEMENT | YACK WEALTH MANAGEMENT | WEST WEALTH GROUP, LLC | ENSEMBLE WEALTH MANAGEMENT

CRD#: 316644 / SEC#: 801-122438

RIA
Registered Investment Advisory firm - (10/1/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/5/2021)
IAR
Oregon
(5/28/2025)
IAR
Texas
(10/5/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/22/2000
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/7/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/17/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/19/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/7/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/19/2011
General Securities Principal Examination

Current Firm

WW
WEST WEALTH GROUP, LLC
BML WEALTH MANAGEMENT | YACK WEALTH MANAGEMENT | WEST WEALTH GROUP, LLC | ENSEMBLE WEALTH MANAGEMENT

CRD#: 316644 / SEC#: 801-122438

RIA
Registered Investment Advisory firm - (10/1/2021 Approved)
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Contact information

Main Address
2 Park Plaza Suite 800, Irvine, CA 92614
Mailing Address
Phone number
(949) 682-9105
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (5/21/2025)

Regulatory assets under management

Total Number of Accounts2,273
AUM (Assets Under Management)$ 472,091,300

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEST WEALTH GROUP, LLC

CRD#: 316644Indian Wells, CA 92210

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