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TS

Timothy M. Safieh

WEST WEALTH GROUP
IRVINE, CA 92614
Some features on this profile are disabled
CRD#: 2877888
TS

Professional summary

Timothy Michael Safieh, who also goes by Timothy Michael, Tim Safieh, Timothy Michael Safieh, Timothy M Safieh, Timothy Safieh, is a registered financial advisor currently at WEST WEALTH GROUP, LLC located in Irvine, California.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Timothy has worked at 14 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Timothy Michael | Tim Safieh | Timothy Michael Safieh | Timothy M Safieh | Timothy Safieh

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 Timothy Michael Safieh'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®
None

Experience

Current

April 10, 2026 - Present

WEST WEALTH GROUP, LLC

Office #1: 2 Park Plaza Suite 800, Irvine, CA 92614
RIA
CRD#: 316644
IRVINE, CA
Past

September 13, 2024 - July 7, 2025

EDWARD JONES

RIA
CRD#: 250
LAGUNA HILLS, CA
Past

September 13, 2024 - July 7, 2025

EDWARD JONES

BD
CRD#: 250
LAGUNA HILLS, CA
Past

August 31, 2023 - February 27, 2024

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

April 3, 2023 - February 27, 2024

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
GREENWOOD VILLAGE, CO
Past

January 8, 2020 - April 3, 2023

PERSONAL CAPITAL ADVISORS CORPORATION

RIA
CRD#: 155172
Lake Forest, CA
Past

November 14, 2012 - January 9, 2020

HARRISDIRECT LLC

RIA
CRD#: 42159
Costa Mesa, CA
Past

November 14, 2012 - January 9, 2020

E*TRADE SECURITIES LLC

BD
CRD#: 29106
COSTA MESA, CA
Past

June 18, 2010 - November 15, 2012

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
LAKE FOREST, CA
Past

June 15, 2010 - November 15, 2012

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
LAKE FOREST, CA
Past

April 25, 2008 - June 26, 2008

TD AMERITRADE, INC.

RIA
CRD#: 7870
SCOTTSDALE, AZ
Past

April 25, 2008 - June 26, 2008

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
SCOTTSDALE, AZ
Past

April 15, 2008 - June 26, 2008

TD AMERITRADE, INC.

BD
CRD#: 7870
SCOTTSDALE, AZ
Past

March 13, 2007 - October 9, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PHOENIX, AZ
Past

March 13, 2007 - October 9, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PHOENIX, AZ
Past

December 19, 2006 - January 16, 2007

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
PHOENIX, AZ
Past

October 2, 2006 - January 16, 2007

USAA INVESTMENT SERVICES COMPANY

BD
CRD#: 5475
PHOENIX, AZ
Past

June 20, 2006 - August 15, 2006

EDWARD JONES

BD
CRD#: 250
PHOENIX, AZ
Past

September 20, 2001 - November 11, 2002

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
PHOENIX, AZ
Past

September 3, 1997 - November 11, 2002

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

June 11, 1997 - August 13, 1997

JOSEPH CHARLES & ASSOC., INC.

BD
CRD#: 3949
BOCA RATON, FL

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
(4/10/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/13/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/2/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/19/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/16/2001
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/30/2000
General Securities Sales Supervisor - Options Module 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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 316644Irvine, CA 92614

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