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BML Wealth Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

BML Wealth Management is an independent financial services firm based in Irvine, California. It focuses on helping pre-retirees and retirees secure the income they need in retirement while protecting their assets. Its service offerings include income planning, investment planning, tax planning, health care planning, and legacy planning.

Investment advisory services are provided through West Wealth Group, LLC, which is registered with the SEC, and the firms are affiliated; insurance services are offered through BML Wealth & Insurance Services. In May 2024, BML Wealth Management announced a partnership with UC Irvine Athletics to advance financial clarity and community impact.

Find BML Wealth Management employees' phone numbers or email addresses

BML Wealth Management Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

BML Wealth Management's Leadership

  • Stylized image of a person
    M. L.
    President
    Mobile Phone

BML Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Support
  • Accounting
  • Administrative
  • Other
  • Analytics
  • Branding

Contact profiles from BML Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. L.
    President
    Mobile Phone
    Jul 04, 2025

Frequently Asked Questions

What is BML Wealth Management known for?

Minus sign iconPlus sign iconBML Wealth Management operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-949-682-****
. Explore BML Wealth Management's company overview page for more information.

What is BML Wealth Management's most common email format?

Minus sign iconPlus sign iconBML Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BML Wealth Management email formats with LeadIQ.

How many employees does BML Wealth Management have currently?

Minus sign iconPlus sign iconBML Wealth Management has approximately 11 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are BML Wealth Management's key employees and leadership?

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As of August 2026, BML Wealth Management's key employees include:

  • President: M. L.

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