Westside Investment Management — Contact Email, Phone & Team

Overview

Westside Investment Management is a private investment firm headquartered in Santa Monica, California, offering comprehensive wealth management and investment advisory services. The firm provides tailored financial solutions to individuals, trusts, and estates, focusing on aligning investment strategies with clients' financial goals and risk tolerances. Their services encompass discretionary investment management, money manager search and monitoring, and financial planning and consulting. The firm's investment approach is diversified across various asset classes, including equity, fixed income, real estate, and alternative investments. They engage in investments at multiple stages, such as growth, late stage, pre-IPO, and buyouts, primarily within the United States. Westside Investment Management emphasizes a holistic wealth management system, integrating investment management, retirement planning, tax and gifting strategies, and insurance to help clients achieve financial independence. With a commitment to personalized service and client education, Westside Investment Management aims to simplify the complexities of wealth management. Their team of professionals is dedicated to assisting clients in making informed financial decisions, fostering long-term relationships built on trust and mutual respect. The firm's philosophy centers on understanding each client's unique financial situation and providing strategies that align with their values and objectives.

Investment Focus

Minimum investable assets of $1,000,000
Alignment with clients' financial goals and risk tolerances
Commitment to long-term investment strategies

Portfolio Companies

Eton Pharmaceuticals, Inc.

Get the full list of 54,000+ investors

Westside Investment Management and every other firm and angel in the database — as one spreadsheet you keep.

$19one-time payment · no subscription

All 54,000+ investors — VC firms, private equity, family offices and angels
The key person to contact at each one, with their job title
Their work email address
Their phone number
Their LinkedIn profile
Delivered as a single .xlsx file — download it as many times as you like

Get the full list — $19 → One payment. No seats, no credits, no expiry. Already bought it? Sign in to download it again — no second payment.

Every profile on this site is one row of the file, with the contact details masked — browse a few before you buy.

Frequently asked questions about Westside Investment Management

What sectors does Westside Investment Management invest in?

Westside Investment Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in California, United States. Westside Investment Management is listed as a private investment firm in the ConnectSafely investor database.