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WESTSIDE INVESTMENT MANAGEMENT, LLC
CRD 154522 · SEC 801-71762
2444 WILSHIRE BLVD, SUITE 303, SANTA MONICA, CA, 90403, United States
Phone
310-315-9400
Fax
310-315-9401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$888.8M
Discretionary AUM
$888.8M
Team
14 total employees; 7 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 474 | $99.0M |
| High net worth individuals | 365 | $663.1M |
| Pension/profit sharing plans | 31 | $25.4M |
| Charitable organizations | 8 | $3.3M |
| Corporations/business entities | 12 | $98.0M |
States served
AZ, CA, LA, NV, OK, OR, WA, TX, HI, FL
All web addresses on file
- https://www.westsideim.com/
- https://www.facebook.com/westsideim
- https://x.com/westsideim
- https://www.linkedin.com/company/westsideim
- https://www.linkedin.com/in/abe-cornish-1120b5b5
- https://www.linkedin.com/in/jamesfrawleychfc
- https://www.linkedin.com/in/todd-clark-03265647
- https://www.linkedin.com/in/vetea-jonathan-ribet-b3919212
- https://www.linkedin.com/in/sienna-yoshida-a9b24576
- https://www.linkedin.com/in/sky-rylant-b543569?original_referer=https%3A%2F%2Fwww.google.com%2F
Official SEC filing: View on IAPD