Justin Tran
Investment adviser representative at West Wealth Group, LLC
11 yearsExperience
1 stateRegistered in
$616.7MFirm assets
5 yearsFirm in business
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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 fee
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
11 years in the industry.
- West Wealth Group, LLCNov 2024 to now
- East West BankFeb 2023 to Oct 2024
- UnemployedJul 2022 to Feb 2023
- Loan DepotFeb 2020 to Jul 2022
- LPL Financial, LLCOct 2018 to Sep 2020
- Trilogy Financial ServicesOct 2018 to Feb 2020
- UnemployedMar 2018 to Oct 2018
- Broadview Mortgage CorpMar 2015 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
West Wealth Group, LLC
$616.7MAssets managed
2,746Clients
20Advisers
5 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
- 7031368
- Firm CRD
- 316644