RIA Intel›Advisers›California›WESTSIDE INVESTMENT MANAGEMENT, LLC

WESTSIDE INVESTMENT MANAGEMENT, LLC

Advisory

N·SANTA MONICA, CA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM
$889M
1-Year AUM Growth
+17.4%
3-Year CAGR
+2.7%
Employees
7
Assets Under Management
Total AUM$889M
Discretionary AUM$889M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,121
Team
Total Employees7
Investment Advisers14
Employee Growth (1Y)—
Filing History
Total Filings on Record38
First FilingAug 10, 2010
Latest FilingFeb 27, 2026
🔒 Full AUM trend chart and 38 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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