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| Westside Investment Management LLC
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|---|---|
| CRD # | 154522 |
| SEC # | 801-71762 |
| CIK # | 0001538383, 0001772277 |
| AUM | 888.8 M (2026-02-27) |
| Employees | 14 (50% Investors, 50% Brokers) |
| Phone | 310-315-9400 |
| Address | 2444 Wilshire Blvd Santa Monica, CA 90403 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001538383 0001772277 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Tutor Perini Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Eton Pharmaceuticals Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Uber Technologies Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Pitney Bowes Inc /DE/ | 0.0 | ||
| Transdel Pharmaceuticals Inc | 0.0 | ||
| II-VI Inc | 0.0 | ||
| Northrop Grumman Corp /DE/ | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 474 | 99.0 |
| (b) Individuals (high net worth individuals) | 365 | 663.1 |
| (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 | 31 | 25.4 |
| (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 | 98.0 |
| (n) Other | 0 | 0.0 |
| Total | 755 | 888.8 |
| By Discretionary | ||
| Discretionary | 755 | 888.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 755 | 888.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.9 | |
| United States Persons | 880.9 | |
| Total | 755 | 888.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001538383] | |
| D | [0001772277] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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CFM Wealth Partners LLC
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