21 West Wealth Management LLC

The firm provides discretionary wealth management and integrated financial planning primarily to affluent individuals and families, as well as multi-generational family relationships, trusts and select institutional and retirement plan clients. Services include ongoing portfolio management, household-level coordination of tax and planning considerations, and ERISA Section 3(38) investment manager engagements for employer-sponsored plans and defined benefit/cash balance plans.

Investment programs are implemented under a documented Investment Policy Statement and typically involve discretionary trading authority, portfolio construction and risk management at both the individual-account and household level. The firm uses fundamental analysis and a range of implementation techniques (including long- and short-term holdings and options strategies), conducts periodic account reviews, and provides regular custodial reporting to clients.

What is distinctive about the firm is its small advisory team managing roughly $129 million for about three dozen clients, which suggests relatively concentrated advisor attention and assets per relationship. The firm also holds public educational seminars and workshops at no charge and reports a meaningful non-U.S. client base, and it provides ERISA 3(38) fiduciary services for retirement plans—features that are less common among peers of similar size.