What is Westside Investment Management's NAICS code?

Westside Investment Management's NAICS code is 52 (Finance and Insurance).

Insights

High net worth Westside Investment Management targets high-net-worth individuals with investable assets over $1,000,000, presenting opportunities to offer advanced wealth planning, tailored investment strategies, and family office-style services.

Geographic expansion With offices in Santa Monica, Oklahoma City, and Wailuku, there is potential to cross-sell advisory services to clients across multiple states and leverage regional growth to broaden AUM and diversify client base.

Managed services As a registered investment advisor offering wealth consultation and comprehensive financial planning, there are upsell opportunities for holistic planning packages, ongoing investment management, retirement planning, and fiduciary advisory services.

Tech-enabled The firm uses analytics and tracking tools (Hotjar, HubSpot Analytics, Google Analytics, etc.), suggesting opportunities to modernize client onboarding, personalization, and digital marketing to attract and convert prospective high-net-worth clients.

Portfolio activity Recent stakes in Revvity, Fortune Brands Innovations, Arbor Realty Trust, and other assets indicate active investment management and potential cross-sell of tax-aware portfolio construction, risk management, and thematic investing to existing clients and prospects.

Westside Investment Management Tech Stack

Westside Investment Management uses 8 technology products and services including Hotjar, HubSpot Analytics, Font Awesome, and more. Explore Westside Investment Management's tech stack below.

Hotjar

Analytics

HubSpot Analytics

Analytics

Font Awesome

Font Scripts

Datadog

Real User Monitoring

Cloudflare Bot Management

Security

Google Tag Manager

Tag Management

Google Analytics

Web Analytics

Facebook

Widgets

Westside Investment Management Email Formats	Example	Percentage
First@westsideim.com	John@westsideim.com	73%
First.Last@westsideim.com	John.Doe@westsideim.com	27%

Westside Investment Management Email Formats

Example

Percentage

First@westsideim.com

John@westsideim.com

73%

First.Last@westsideim.com

John.Doe@westsideim.com

27%

Frequently Asked Questions

What is Westside Investment Management's phone number?

You can contact Westside Investment Management's main corporate office by phone at

+1-310-315-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Westside Investment Management's official website and social media links?

Westside Investment Management's official website is westsideim.com and has social profiles on LinkedIn.

How much revenue does Westside Investment Management generate?

As of August 2026, Westside Investment Management's annual revenue is estimated to be $10M - $25M.

What is Westside Investment Management's SIC code and NAICS code?

Westside Investment Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Westside Investment Management have currently?

As of August 2026, Westside Investment Management has approximately 14 employees across 1 continents, including North America. Key team members include Customer Relations Manager: J. A., General Manager: S. H. and Other Contacts: A. W. Explore Westside Investment Management's employee directory with LeadIQ.

What industry does Westside Investment Management belong to?

Westside Investment Management operates in the Financial Services industry.

What technology does Westside Investment Management use?

Westside Investment Management's tech stack includes Hotjar, HubSpot Analytics, Font Awesome, Datadog, Cloudflare Bot Management, Google Tag Manager, Google Analytics and Facebook.

What is Westside Investment Management's email format?

Westside Investment Management's email format typically follows the pattern of First@westsideim.com. Find more Westside Investment Management email formats with LeadIQ.

Westside Investment Management

Q: What technology does Westside Investment Management use?

Westside Investment Management's tech stack includes Facebook Pixel, Google Maps, Open Graph, Adobe Fonts, HubSpot.

Financial ServicesCalifornia, United States11-50 Employees

Westside Investment Management operates as an independent investment management firm offering wealth consultation that includes comprehensive financial planning and investment management. Its client base comprises retirees, executives, professionals, and business owners with investable assets over $1 million. The company is based in Santa Monica, California, and has added offices in Oklahoma City and Wailuku, serving clients nationwide.
Securities and advisory services are provided through LPL Financial, while Westside Investment Management remains a separate registered investment advisor. In the financial services sector, the firm emphasizes personalized wealth-management approaches tailored to individuals and families with substantial investable assets.

Insights

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