Investment adviser · CRD 154522
WESTSIDE INVESTMENT MANAGEMENT, LLC
Investment adviser filing (IA)
SANTA MONICA, CA, United States · Form ADV filed Feb 27, 2026
- Regulatory AUM
- $889M Form ADV · Item 5.F
- Client accounts
- 755 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 365 | $663,093,964 | 74.6% |
| Individuals | 474 | $99,000,000 | 11.1% |
| Corporations & businesses | 12 | $98,000,000 | 11.0% |
| Retirement plans | 31 | $25,370,227 | 2.9% |
| Charities | 8 | $3,312,219 | 0.4% |
Filing source
Form ADV 2061924 · Feb 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2444 WILSHIRE BLVD, SUITE 303SANTA MONICA, CA, 90403, United States
CRD 154522
Filing source
Form ADV 2061924 · Feb 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.