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LG

Lauren V. Gershen

WEST WEALTH GROUP
La Quinta, CA
Some features on this profile are disabled
CRD#: 6854996
LG

Professional summary

Lauren Vera Gershen is a registered financial advisor currently at WEST WEALTH GROUP, LLC located in La Quinta, California.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Lauren has worked at 2 firms .

top-8-questions

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.
LVG Insurance Services, Inc., Fixed Insurance Sales,77949 Grey Wolf Trail, La Quinta, CA 92253, April 2002 to present, Agent, 30 - 40 hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Vera Gershen'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

December 15, 2021 - Present

WEST WEALTH GROUP, LLC

RIA
CRD#: 316644
La Quinta, CA
Past

October 13, 2017 - December 3, 2021

COOPER MCMANUS

RIA
CRD#: 111458
La Quinta, 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".
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
(12/15/2021)

Exams

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#: 316644La Quinta, CA

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