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| Happy Holidays!! thanks for using AUM13F!! |
| Westside Investment Management LLC
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| CRD # | 154522 |
| SEC # | 801-71762 |
| CIK # | 0001772277, 0001538383 |
| AUM | $774.2 M (2025-04-25) |
| Employees | 17 (47% Investors, 47% Brokers) |
| Phone | 310-315-9400 |
| Address | 2444 Wilshire Blvd Santa Monica, CA 90403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Uber Technologies Inc | 0.0 | ||
| Tutor Perini Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Eton Pharmaceuticals Inc | 0.0 | ||
| Pitney Bowes Inc /DE/ | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 745 | 170.5 |
| (b) Individuals (high net worth individuals) | 348 | 460.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 60.5 |
| (h) Charitable organizations | 8 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 79.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,339 | 774.2 |
| By Discretionary | ||
| Discretionary | 2,339 | 774.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,339 | 774.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.7 | |
| United States Persons | 767.5 | |
| Total | 2,339 | 774.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001538383] | |
| D | [0001772277] |
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