Tonya West
Investment adviser representative at The Mather Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.4BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- The Mather Group, LLCNov 2025 to now
- Napa Wealth ManagementApr 2021 to now
- UnemployedJun 2020 to Mar 2021
- Tonya and Kevin WestAug 2016 to May 2020
- Gerardo MartinMar 2016 to Dec 2018
- Various Insurance Carriers for W&r Insurance AgenciesNov 2015 to Nov 2019
- Waddell & Reed IncNov 2015 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Mather Group, LLC
$13.4BAssets managed
4,773Clients
109Advisers
15 yearsIn 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
- 5713706
- Firm CRD
- 156005