ETF PORTFOLIO MANAGEMENT LLC

ETF PORTFOLIO MANAGEMENT LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 145698). Regulatory assets under management: $16.4M.

Registration

• CRD: 145698
• Type: Registered investment adviser
• Location: 2945 TOWNSGATE ROAD, SUITE 200, WESTLAKE VILLAGE, CA, 91361
• Phone: 866-409-5844 TOLL FREE
• Latest filing: 2026-04-29
• Regulatory AUM: $16.4M
• Discretionary AUM: $16.4M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145698 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search