SANTA MONICA, CACRD 154522Latest ADV February 27, 2026
Westside Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated February 27, 2026, reports $889M in regulatory assets under management, 14 employees, 2 offices, and 755 accounts.
Assets Under Management
$889M
Employees
14
Offices
2 offices
Total Clients
890
Primary office
SANTA MONICA, CA
2444 WILSHIRE BLVD, SUITE 303, SANTA MONICA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.3% of total clients.
Top client categories% of clientsClients
1
Individuals
53.3%
474
2
HNWI
41.0%
365
3
Pension Plans
3.5%
31
4
Corporations
1.3%
12
5
Charitable
0.9%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$889Mas of February 27, 2026
Discretionary100.0%
$889M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$889M
Total Accounts755
10Y AUM Change+$529M (+146.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee64:1
10Y Employee Change-1 (-6.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.