Michael F. Silane

21 WEST WEALTH MANAGEMENT LLC

Tustin, CA 92780

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CRD#: 7134524

Professional summary

Michael Francis Silane is a registered financial advisor currently at 21 WEST WEALTH MANAGEMENT LLC located in Tustin, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Michael has worked at 1 firm .

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 Michael Francis Silane'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

July 25, 2019 - Present

21 WEST WEALTH MANAGEMENT LLC

Office #1: 2522 Chambers Road, Tustin, CA 92780

RIA

CRD#: 304532

Tustin, 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".

21 WEST WEALTH MANAGEMENT LLC

CRD#: 304532 / SEC#: 801-132023

RIA

Registered Investment Advisory firm - (3/5/2025 Approved)

California

Registered Investment Advisory firm - (4/9/2025 Terminated)

Texas

Registered Investment Advisory firm - (3/10/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(7/25/2019)

IAR

Texas
(5/19/2020)

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

Current Firm

21 WEST WEALTH MANAGEMENT LLC

CRD#: 304532 / SEC#: 801-132023

RIA

Registered Investment Advisory firm - (3/5/2025 Approved)

California

Registered Investment Advisory firm - (4/9/2025 Terminated)

Texas

Registered Investment Advisory firm - (3/10/2025 Terminated)

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Contact information

Main Address

2522 Chambers Road Suite 100, Tustin, CA 92780

Mailing Address

Phone number

(949) 774-2121

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A/2B (1/23/2025)

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 106,927,105

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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Michael F. Silane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Francis Silane's CRS (Customer Relationship Summary).

Certified licenses

Experience

21 WEST WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

21 WEST WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

21 WEST WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

21 WEST WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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