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CW

Christopher M. Wagner

WEST WEALTH GROUP
IRVINE, CA 92614
Some features on this profile are disabled
CRD#: 7180703
CW

Professional summary

Christopher Michael Wagner, CFA, who also goes by Christopher Wagner, Kipper Wagner, is a registered financial advisor currently at WEST WEALTH GROUP, LLC located in Irvine, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Christopher has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christopher Wagner | Kipper Wagner

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 Christopher Michael Wagner'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®
CFA

Chartered Financial Analyst

Experience

Current

May 21, 2026 - Present

WEST WEALTH GROUP, LLC

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

November 16, 2022 - May 13, 2026

CUTLER INVESTMENT GROUP

RIA
CRD#: 128483
Newport Beach, CA
Past

January 4, 2021 - October 21, 2022

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEWPORT BEACH, CA
Past

September 3, 2020 - October 21, 2022

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA
CRD#: 106693
Newport Beach, CA
Past

June 15, 2020 - January 4, 2021

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
IRVINE, 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
(5/21/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/3/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/15/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/17/2020
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)
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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)

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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