LeadIQ logo
Learn more at LeadIQ.com
Westside Investment Management logo

Westside Investment Management Employee Directory

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.

Find Westside Investment Management employees' phone numbers or email addresses

Westside Investment Management Global Highlights

Location
Employees

North America
29

Minus sign iconPlus sign icon
  • United States Of America
    29

Westside Investment Management's Leadership

  • Stylized image of a person
    J. A.
    Customer Relations Manager
    Mobile Phone
  • Stylized image of a person
    S. H.
    General Manager
    Mobile Phone
  • Stylized image of a person
    A. W.
    Other Contacts
    Mobile Phone
  • Stylized image of a person
    B. L.
    Client Services Specialist
    Mobile Phone
  • Stylized image of a person
    C. C.
    Client Services Assistant
    Mobile Phone
  • Stylized image of a person
    L. S.
    Internal Service Advisor
    Mobile Phone
  • Stylized image of a person
    M. A.
    Client Services Specialists
    Mobile Phone
  • Stylized image of a person
    M. W.
    Client Services Specialists
    Mobile Phone

Westside Investment Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Finance
  • Accounting
  • Other
  • Administrative
  • Community & Social Services

Contact profiles from Westside Investment Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. A.
    Customer Relations Manager
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. H.
    General Manager
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    A. W.
    Other Contacts
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    B. L.
    Client Services Specialist
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    C. C.
    Client Services Assistant
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    L. S.
    Internal Service Advisor
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. A.
    Client Services Specialists
    Mobile Phone
    Aug 02, 2026
  • Stylized image of a person
    M. W.
    Client Services Specialists
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Westside Investment Management known for?

Minus sign iconPlus sign iconWestside Investment Management operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-310-315-****
. Explore Westside Investment Management's company overview page for more information.

What is Westside Investment Management's most common email format?

Minus sign iconPlus sign iconWestside Investment Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Westside Investment Management email formats with LeadIQ.

How many employees does Westside Investment Management have currently?

Minus sign iconPlus sign iconWestside Investment Management has approximately 14 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Westside Investment Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Westside Investment Management's key employees include:

  • Customer Relations Manager: J. A.
  • General Manager: S. H.
  • Other Contacts: A. W.
  • Client Services Specialist: B. L.
  • Client Services Assistant: C. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.