Rudy Dahbura

WEST WEALTH GROUP

Indian Wells, CA 92210

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CRD#: 6188029

Professional summary

Rudy Dahbura is a registered financial advisor currently at WEST WEALTH GROUP, LLC located in Indian Wells, California.

Rudy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Rudy has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Rudy Dahbura, 74-760 Highway 111 Suite 202 Indian Wells, CA, Not Investment Related, Insurance Agent - Sales, 1/10/2005. 2 hr/wk - 3/trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rudy Dahbura'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

October 26, 2021 - Present

WEST WEALTH GROUP, LLC

Office #1: 74-760 Highway 111, Ste. 202, Indian Wells, CA 92210

RIA

CRD#: 316644

Indian Wells, CA

Past

July 18, 2017 - December 3, 2021

COOPER MCMANUS

RIA

CRD#: 111458

Indian Wells, CA

Past

June 5, 2013 - July 17, 2017

COOPER MCMANUS

RIA

CRD#: 111458

INDIAN WELLS, CA

Past

April 26, 2013 - July 17, 2017

SECURITIES AMERICA, INC.

CRD#: 10205

INDIAN WELLS, CA

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".

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
(10/26/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/18/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/17/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/25/2013

General Securities Representative Examination

Current Firm

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

SEC notice filing (16 States and Territories)

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 Accounts	2,273
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.

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Rudy Dahbura

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rudy Dahbura's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEST WEALTH GROUP, LLC

COOPER MCMANUS

COOPER MCMANUS

SECURITIES AMERICA, INC.

Primary Firm SEC Registration

WEST WEALTH GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/18/2013

SIE

Date: 7/17/2017

Series 7

Date: 4/25/2013

Current Firm

WEST WEALTH GROUP, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEST WEALTH GROUP, LLC

TRUST BUT VERIFY

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