West Oak Capital, LLC

West Oak Capital, LLC (CRD# 128473) is a financial advisory firm headquartered in Westlake Village, CA. They manage $269,024,190 in 236 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    269
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $1,139,933
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at West Oak Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gerald I. Clebanoff
CRD#: 4188238
2801 Townsgate Road, Suite 112, Westlake Village, CA 91361
96
Wealthminder
score

Gerald Clebanoff (CRD# 4188238) is an Investment Advisor Representative working at West Oak Capital, LLC in Westlake Village, CA and has over 16 years of experience in the finance industry.

2
Byron B. Snider
CRD#: 1769321
2801 Townsgate Road, Suite 112, Westlake Village, CA 91361
96
Wealthminder
score

Byron Snider (CRD# 1769321) is an Investment Advisor Representative working at West Oak Capital, LLC in Westlake Village, CA and has over 24 years of experience in the finance industry.

3
Antonius G. Somoza
CRD#: 4643280
2801 Townsgate Road, Suite 112, Westlake Village, CA 91361
90
Wealthminder
score

Antonius Somoza (CRD# 4643280) is an Investment Advisor Representative working at West Oak Capital, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.

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