Gregory Stevenson
Investment adviser representative at West Wealth Group, LLC
10 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
10 years in the industry.
- West Wealth Group, LLCFeb 2026 to now
- Pacific Ridgeway Insurance Solutions dba Axiom Financial CollectNov 2021 to now
- United States NavyNov 2016 to Nov 2021
- UnemployedMar 2016 to Nov 2016
Exams passed
No exams in this record.
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
- 8242996
- Firm CRD
- 316644