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WESTSIDE FINANCIAL ADVISORS LLC
CRD 308953
814 SOUTH WESTGATE AVE, SUITE 270, LOS ANGELES, CA, 90049, United States
Phone
310-777-1120
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.2M
Discretionary AUM
$6.2M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $650K |
| High net worth individuals | 5 | $3.5M |
| Pension/profit sharing plans | 1 | $2.1M |
All web addresses on file
Official SEC filing: View on IAPD