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JT

Justin Tran

WEST WEALTH GROUP
IRVINE, CA 92614
Some features on this profile are disabled
CRD#: 7031368
JT

Professional summary

Justin Tran is a registered financial advisor currently at WEST WEALTH GROUP, LLC located in Irvine, California.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Justin has worked at 2 firms and has passed the Series 65, Series 7TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Tran'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

May 13, 2019 - September 1, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
HUNTINGTON BEACH, 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
(4/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/4/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/13/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/29/2018
Securities Industry Essentials 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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