WESTSIDE FINANCIAL ADVISORS LLC

WESTSIDE FINANCIAL ADVISORS LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 308953). Regulatory assets under management: $6.2M.

Registration

• CRD: 308953
• Type: Registered investment adviser
• Location: 814 SOUTH WESTGATE AVE, LOS ANGELES, CA, 90049
• Phone: 310-777-1120
• Latest filing: 2026-05-06
• Regulatory AUM: $6.2M
• Discretionary AUM: $6.2M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308953 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search