Westside Investment Management

Westside Investment Management Westside Investment Management, LLC is a full-service investment advisory firm. Securities offered through LPL Financial, Member FINRA/SIPC.

Investment advice offered through Westside Investment Management, a registered investment advisor and separate entity from LPL Financial. Member FINRA/SIPC finra.org sipc.org"
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.


• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The stock market is heading for a critical stretch of the year. Citadel Securities' top strategist flagged three things ...
06/22/2026

The stock market is heading for a critical stretch of the year. Citadel Securities' top strategist flagged three things for investor to watch.

Today we celebrate the fathers, mentors, and leaders who inspire us every day.Happy Father’s Day from our team to yours.
06/21/2026

Today we celebrate the fathers, mentors, and leaders who inspire us every day.
Happy Father’s Day from our team to yours.

The crisis was averted — not by military action or political maneuvering – but by the natural functioning of the market ...
06/18/2026

The crisis was averted — not by military action or political maneuvering – but by the natural functioning of the market bringing supply and demand into balance.

Second-quarter estimated tax payments may be due for individuals with income not subject to withholding. Planning ahead ...
06/15/2026

Second-quarter estimated tax payments may be due for individuals with income not subject to withholding. Planning ahead helps avoid penalties.

Financial technology tools help monitor portfolios, assess risk, and adjust strategies as markets evolve. Read the blog ...
06/08/2026

Financial technology tools help monitor portfolios, assess risk, and adjust strategies as markets evolve. Read the blog to learn how technology supports modern wealth management. https://www.westsideim.com/blog

Wealth management is not a one-time event. Regular reviews help ensure strategies remain aligned with goals, markets, an...
06/05/2026

Wealth management is not a one-time event. Regular reviews help ensure strategies remain aligned with goals, markets, and life changes. If you have a question, contact us: https://www.westsideim.com/

Address

2444 Wilshire Boulevard Ste 303
Santa Monica, CA
90403

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13103159400

Website

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