Kurtis Michael Desousa
Investment adviser representative at West Wealth Group, LLC
6 yearsExperience
2 statesRegistered 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
6 years in the industry.
- West Wealth Group, LLCOct 2021 to now
- Bml Wealth ManagementJul 2021 to now
- Cooper McmanusJul 2021 to Nov 2021
- Mpwm, Inc. dba Terra FirmaAug 2020 to Jul 2021
- Osborn Sales SolutionsOct 2019 to Aug 2020
- Arizona State UniversityAug 2015 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7399811
- Firm CRD
- 316644