What departments does Westside Investment Management have?

Westside Investment Management has employees across 1 departments including Finance.

What is the largest department at Westside Investment Management?

The largest department at Westside Investment Management is Finance with 1 employees.

Where are Westside Investment Management employees located globally?

Westside Investment Management has employees across 2 continents and 2 countries including Angola, United States Of America.

How has Westside Investment Management's team size changed over time?

Westside Investment Management's team has decreased from approximately 15 to 14 employees based on available data.

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Westside Investment Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Westside Investment Management operates as an independent investment management firm offering wealth consultation that includes comprehensive financial planning and investment management. Its client base comprises retirees, executives, professionals, and business owners with investable assets over $1 million. The company is based in Santa Monica, California, and has added offices in Oklahoma City and Wailuku, serving clients nationwide.
Securities and advisory services are provided through LPL Financial, while Westside Investment Management remains a separate registered investment advisor. In the financial services sector, the firm emphasizes personalized wealth-management approaches tailored to individuals and families with substantial investable assets.

Westside Investment Management Global Highlights

North America
29

United States Of America
29

Africa
1

Angola
1

Westside Investment Management's Leadership

T. C.
Partner And Co- Founder
Mobile Phone
Email
B. R.
Client Services Manager
Mobile Phone
Email
J. A.
Customer Relations Manager
Mobile Phone
Email
S. H.
General Manager
Mobile Phone
Email
S. R.
Independent Financial Advisor
Mobile Phone
Email
A. C.
Independent Wealth Advisor
Mobile Phone
Email
A. W.
Other Contacts
Mobile Phone
Email
B. L.
Client Services Specialist
Mobile Phone
Email

Westside Investment Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Consultant
Finance
Accounting
Other
Administrative
Community & Social Services

Contact profiles from Westside Investment Management

Name

Title

Contact Info

Location

Last Update

M. A.
Client Services Specialists
Mobile Phone
Email
Apr 14, 2026
M. W.
Client Services Specialists
Mobile Phone
Email
Oct 23, 2024
B. R.
Director Of Operations/ Oklahoma City
Mobile Phone
Email
United StatesOklahoma
Jun 02, 2026

Frequently Asked Questions

What is Westside Investment Management known for?

Westside Investment Management operates in the Financial Services industry. The company's main headquarters is located in 2444 Wilshire Boulevard #303 Santa Monica, California 90403 United States; you can contact the main corporate office by phone at

+1-310-315-****

. Explore Westside Investment Management's company overview page for more information.

What is Westside Investment Management's most common email format?

Westside Investment Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Westside Investment Management email formats with LeadIQ.

How many employees does Westside Investment Management have currently?

Westside Investment Management has approximately 14 employees as of April 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Westside Investment Management's key employees and leadership?

As of April 2026, Westside Investment Management's key employees include:

Partner And Co- Founder: T. C.
Client Services Manager: B. R.
Customer Relations Manager: J. A.
General Manager: S. H.
Independent Financial Advisor: S. R.

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Westside Investment Management Employee Directory

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