What are the opening hours?

Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

BML Wealth Management

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United States
Irvine, CA
BML Wealth Management

At BML Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted.

Investment advisory services offered through West Wealth Group, LLC, an SEC Registered Investment Adviser. BML Wealth Management and West Wealth Group, LLC are affiliated entities. Insurance Services are offered through BML Wealth & Insurance Services, California Insurance License .

07/02/2026

Meet Tim Safieh!

Tim enjoys helping clients navigate important financial decisions with confidence and clarity. He believes every client has unique goals, and that financial planning should be personalized to fit each individual’s needs.

If you’re curious about working together, we offer a complimentary in-person introductory meeting. Think of it like a first date, a chance to see if there’s a fit.

Advisory services offered through West Wealth Group LLC, an SEC-registered adviser. West Wealth Group, LLC and BML Wealth Management are affiliated. Insurance services provided by BML Wealth & Insurance Services (CA License 0M15550). The content provided is not legal, accounting, or investment advice. Investing involves risk, including potential loss of principal. Past performance is not indicative of future results. Contact us for more information.

04/10/2026

Meet Anthony Serrano, CFP®.

Anthony is passionate about helping clients feel more confident and supported when it comes to their financial future. He believes every person’s goals are different, which is why financial planning should feel personal and tailored to each individual.

If you’re curious about working together, we offer a complimentary in-person introductory meeting. Think of it like a first date, a chance to see if there’s a fit!

Advisory services offered through West Wealth Group LLC, an SEC-registered adviser. West Wealth Group, LLC and BML Wealth Management are affiliated. Insurance services provided by BML Wealth & Insurance Services (CA License ). The content provided is not legal, accounting, or investment advice. Investing involves risk, including potential loss of principal. Past performance is not indicative of future results. Contact us for more information.

03/26/2026

At the foundation of our firm is a simple belief: financial planning should help people feel informed, confident, and supported (not overwhelmed).

Our founder, Brian Levy, built this firm with the goal of creating long-term partnerships, not one time transactions. His approach centers on thoughtful planning, clear communication, and helping clients make decisions that align with their lives as they evolve.

Leadership sets the tone and our commitment to clarity, integrity, and long-term thinking starts at the top!

02/18/2026

Behind every financial plan is a real person who genuinely cares about your goals.

Our advisors don’t believe in one-size-fits-all strategies — because your life, priorities, and future are unique. Getting to know who’s behind the advice matters just as much as the advice itself.

Advisory services offered through West Wealth Group LLC, an SEC-registered adviser. West Wealth Group, LLC and BML Wealth Management are affiliated. Insurance services provided by BML Wealth & Insurance Services (CA License 0M15550). The content provided is not legal, accounting, or investment advice. Investing involves risk, including potential loss of principal. Past performance is not indicative of future results. Contact us for more information.

02/13/2026

📈 Staying Positive on Emerging Markets ...Catch This Week’s Market Insights from BML Wealth!

Stay ahead with the latest trends, updates, and Advisor analysis in our newest video!

Advisory services offered through West Wealth Group LLC, an SEC-registered adviser. West Wealth Group, LLC and BML Wealth Management are affiliated. Insurance services provided by BML Wealth & Insurance Services (CA License 0M15550). The content provided is not legal, accounting, or investment advice. Investing involves risk, including potential loss of principal. Past performance is not indicative of future results. Contact us for more information.

01/30/2026

📈 Immutable Laws in Action Again ...Catch This Week’s Market Insights from BML Wealth!

Stay ahead with the latest trends, updates, and Advisor analysis in our newest video!

01/20/2026

The start of the new year brings a new chapter for BML Wealth Management. Our new office space reflects the growth we experienced in 2025 and supports meaningful collaboration, focus, and client conversations moving forward!

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Disclosure:
Advisory services offered through West Wealth Group LLC, an SEC-registered adviser. West Wealth Group, LLC and BML Wealth Management are affiliated. Insurance services provided by BML Wealth & Insurance Services (CA License 0M15550). The content provided is not legal, accounting, or investment advice. Investing involves risk, including potential loss of principal. Past performance is not indicative of future results. Contact us for more information.

01/06/2026

A new year is one of the best times to review your retirement plan. Life evolves, priorities shift, and financial strategies should reflect where you are today—not where you were years ago.

Taking time to review your plan can help identify gaps, adjust for changes, and provide clarity moving forward.

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Advisory services offered through West Wealth Group LLC, an SEC-registered adviser. West Wealth Group, LLC and BML Wealth Management are affiliated. Insurance services provided by BML Wealth & Insurance Services (CA License 0M15550). The content provided is not legal, accounting, or investment advice. Investing involves risk, including potential loss of principal. Past performance is not indicative of future results. Contact us for more information. Not an offer.

06/19/2025

📈 Watching for tariff impacts to kick in...Catch This Week’s Market Insights from BML Wealth! Stay ahead with the latest trends, updates, and Advisor analysis in our newest video.

Address

2 Park Plaza, Ste #800
Irvine, CA
92614

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Website

http://www.bmlwealth.net/

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