Sara Faye Lovell
Investment adviser representative at 21 West Wealth Management LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$137.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- 21 West Wealth Management LLCJul 2020 to now
- BNY Mellon Wealth ManagementMay 2016 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
21 West Wealth Management LLC
$137.1MAssets managed
35Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5326656
- Firm CRD
- 304532